GSWM
BKCC

Golden State Wealth Management’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Golden State Wealth Management’s Portfolio BKCC Stock Details BKCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,000
Closed -$6K – 1173
2019
Q1 		$6K Buy
+1,000
New +$6.11K ﹤0.01% 886

Other funds holding BKCC

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Golden State Wealth Management's BKCC Position: Q2 2019 in Review

Golden State Wealth Management sold out of BlackRock Capital Investment Corporation (BKCC) in Q2 2019, closing a stake of 1,000 shares — an estimated $6K sold.

Golden State Wealth Management first reported a position in BKCC in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 114 funds tracked by Wall St. Rank hold BKCC as of Q2 2019.

  • Golden State Wealth Management reported no remaining BlackRock Capital Investment Corporation position as of Q2 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 1,000 BlackRock Capital Investment Corporation shares in Q2 2019, an estimated $6K.
  • Golden State Wealth Management first reported a position in BlackRock Capital Investment Corporation in Q1 2019 and held it in 1 quarter.
  • Golden State Wealth Management's BlackRock Capital Investment Corporation position peaked at $6K in Q1 2019.
  • 114 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q2 2019.

Based on Golden State Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.