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Gupta Wealth Management’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Gupta Wealth Management’s Portfolio BCX Stock Details BCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,215
Closed -$9K – 1246
2015
Q3 		$9K Sell
1,215
-4
-0.3% -$32 ﹤0.01% 921
2015
Q2 		$11K Buy
+1,219
New +$11.8K ﹤0.01% 869

Other funds holding BCX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Gupta Wealth Management's BCX Position: Q4 2015 in Review

Gupta Wealth Management sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q4 2015, closing a stake of 1,215 shares — an estimated $9K sold.

Gupta Wealth Management first reported a position in BCX in Q2 2015 and held it in 2 quarters. The position peaked at $11K in Q2 2015. 85 funds tracked by Wall St. Rank hold BCX as of Q4 2015.

  • Gupta Wealth Management reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 1,215 BlackRock Resources & Commodities Strategy Trust shares in Q4 2015, an estimated $9K.
  • Gupta Wealth Management first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's BlackRock Resources & Commodities Strategy Trust position peaked at $11K in Q2 2015.
  • 85 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.