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

IHT 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
2018 Q2	–	Sell	-2,000	Closed	-$12K	–	1446
2018 Q1	$12K	Hold	2,000	–	–	﹤0.01%	1138
2017 Q4	$12K	Hold	2,000	–	–	﹤0.01%	1149
2017 Q3	$15K	Hold	2,000	–	–	0.01%	856
2017 Q2	$6	Hold	2,000	–	–	﹤0.01%	1082
2017 Q1	$15K	Hold	2,000	–	–	0.01%	731
2016 Q4	$14K	Buy	+2,000	New	+$15K	0.01%	737

Other funds holding BKCC

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

IHT Wealth Management's BKCC Position: Q2 2018 in Review

IHT Wealth Management sold out of BlackRock Capital Investment Corporation (BKCC) in Q2 2018, closing a stake of 2,000 shares — an estimated $12K sold.

IHT Wealth Management first reported a position in BKCC in Q4 2016 and held it in 6 quarters. The position peaked at $15K in Q3 2017. 123 funds tracked by Wall St. Rank hold BKCC as of Q2 2018.

IHT Wealth Management reported no remaining BlackRock Capital Investment Corporation position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 2,000 BlackRock Capital Investment Corporation shares in Q2 2018, an estimated $12K.
IHT Wealth Management first reported a position in BlackRock Capital Investment Corporation in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's BlackRock Capital Investment Corporation position peaked at $15K in Q3 2017.
123 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.