IA
BKCC

IFP Advisors’s BlackRock Capital Investment Corporation BKCC Stock Holding History

IFP Advisors’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
2022
Q4 		– Sell
-130
Closed -$1K – 4885
2022
Q3 		$1K Hold
130
– – ﹤0.01% 4735
2022
Q2 		$1K Hold
130
– – ﹤0.01% 4502
2022
Q1 		$1K Buy
+130
New +$537 ﹤0.01% 4500
2018
Q4 		– Sell
-600
Closed -$4K – 3931
2018
Q3 		$4K Hold
600
– – ﹤0.01% 3345
2018
Q2 		$3K Hold
600
– – ﹤0.01% 3521
2018
Q1 		$4K Hold
600
– – ﹤0.01% 3305
2017
Q4 		$4K Sell
600
-8,882
-94% -$61.2K ﹤0.01% 3354
2017
Q3 		$71K Sell
9,482
-3,373
-26% -$24.9K ﹤0.01% 1776
2017
Q2 		$96K Buy
12,855
+6,354
+98% +$47.6K ﹤0.01% 1542
2017
Q1 		$49K Buy
6,501
+900
+16% +$6.75K ﹤0.01% 1940
2016
Q4 		$39K Sell
5,601
-25,582
-82% -$192K ﹤0.01% 2031
2016
Q3 		$258K Hold
31,183
– – 0.01% 880
2016
Q2 		$243K Buy
+31,183
New +$258K 0.01% 878
2016
Q1 		– Sell
-35,468
Closed -$333K – 3564
2015
Q4 		$333K Buy
+35,468
New +$335K 0.02% 621

Other funds holding BKCC

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

IFP Advisors's BKCC Position: Q4 2022 in Review

IFP Advisors sold out of BlackRock Capital Investment Corporation (BKCC) in Q4 2022, closing a stake of 130 shares — an estimated $1K sold.

IFP Advisors first reported a position in BKCC in Q4 2015 and held it in 14 quarters. The position peaked at $333K in Q4 2015. 82 funds tracked by Wall St. Rank hold BKCC as of Q4 2022.

  • IFP Advisors reported no remaining BlackRock Capital Investment Corporation position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 130 BlackRock Capital Investment Corporation shares in Q4 2022, an estimated $1K.
  • IFP Advisors first reported a position in BlackRock Capital Investment Corporation in Q4 2015 and held it in 14 quarters.
  • IFP Advisors's BlackRock Capital Investment Corporation position peaked at $333K in Q4 2015.
  • 82 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.