HWP
BKCC

Hibernia Wealth Partners’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Hibernia Wealth Partners’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
2023
Q4 		– Sell
-174
Closed -$646 – 361
2023
Q3 		$646 Buy
+174
New +$625 ﹤0.01% 311

Other funds holding BKCC

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Hibernia Wealth Partners's BKCC Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of BlackRock Capital Investment Corporation (BKCC) in Q4 2023, closing a stake of 174 shares — an estimated $646 sold.

Hibernia Wealth Partners first reported a position in BKCC in Q3 2023 and held it in 1 quarter. The position peaked at $646 in Q3 2023. 85 funds tracked by Wall St. Rank hold BKCC as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining BlackRock Capital Investment Corporation position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 174 BlackRock Capital Investment Corporation shares in Q4 2023, an estimated $646.
  • Hibernia Wealth Partners first reported a position in BlackRock Capital Investment Corporation in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's BlackRock Capital Investment Corporation position peaked at $646 in Q3 2023.
  • 85 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.