IFWM
BKCC

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

Institute for 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
2013
Q3 		– Sell
-3,575
Closed -$33K – 124
2013
Q2 		$33K Buy
+3,575
New +$34.9K 0.03% 62

Other funds holding BKCC

VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Institute for Wealth Management's BKCC Position: Q3 2013 in Review

Institute for Wealth Management sold out of BlackRock Capital Investment Corporation (BKCC) in Q3 2013, closing a stake of 3,575 shares — an estimated $33K sold.

Institute for Wealth Management first reported a position in BKCC in Q2 2013 and held it in 1 quarter. The position peaked at $33K in Q2 2013. 120 funds tracked by Wall St. Rank hold BKCC as of Q3 2013.

  • Institute for Wealth Management reported no remaining BlackRock Capital Investment Corporation position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 3,575 BlackRock Capital Investment Corporation shares in Q3 2013, an estimated $33K.
  • Institute for Wealth Management first reported a position in BlackRock Capital Investment Corporation in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's BlackRock Capital Investment Corporation position peaked at $33K in Q2 2013.
  • 120 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.