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IBEX Wealth Advisors’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

IBEX Wealth Advisors’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
2020
Q3 		– Sell
-99,983
Closed -$612K – 96
2020
Q2 		$612K Sell
99,983
-733
-0.7% -$4.22K 0.2% 84
2020
Q1 		$507K Sell
100,716
-4,889
-5% -$33.3K 0.2% 80
2019
Q4 		$852K Buy
+105,605
New +$806K 0.26% 85

Other funds holding BCX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IBEX Wealth Advisors's BCX Position: Q3 2020 in Review

IBEX Wealth Advisors sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q3 2020, closing a stake of 99,983 shares — an estimated $612K sold.

IBEX Wealth Advisors first reported a position in BCX in Q4 2019 and held it in 3 quarters. The position peaked at $852K in Q4 2019. 103 funds tracked by Wall St. Rank hold BCX as of Q3 2020.

  • IBEX Wealth Advisors reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q3 2020 after selling out during the quarter.
  • IBEX Wealth Advisors sold 99,983 BlackRock Resources & Commodities Strategy Trust shares in Q3 2020, an estimated $612K.
  • IBEX Wealth Advisors first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2019 and held it in 3 quarters.
  • IBEX Wealth Advisors's BlackRock Resources & Commodities Strategy Trust position peaked at $852K in Q4 2019.
  • 103 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q3 2020.

Based on IBEX Wealth Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.