KFS
BKCC

Kelly Financial Services’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Kelly Financial Services’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
2024
Q1 		– Sell
-205
Closed -$795 – 835
2023
Q4 		$795 Buy
205
+5
+3% +$18 ﹤0.01% 675
2023
Q3 		$742 Buy
+200
New +$718 ﹤0.01% 655

Other funds holding BKCC

SA
SpiderRock Advisors Wilimington, Delaware $6.29B AUM

Kelly Financial Services's BKCC Position: Q1 2024 in Review

Kelly Financial Services sold out of BlackRock Capital Investment Corporation (BKCC) in Q1 2024, closing a stake of 205 shares — an estimated $795 sold.

Kelly Financial Services first reported a position in BKCC in Q3 2023 and held it in 2 quarters. The position peaked at $795 in Q4 2023. 1 fund tracked by Wall St. Rank holds BKCC as of Q1 2024.

  • Kelly Financial Services reported no remaining BlackRock Capital Investment Corporation position as of Q1 2024 after selling out during the quarter.
  • Kelly Financial Services sold 205 BlackRock Capital Investment Corporation shares in Q1 2024, an estimated $795.
  • Kelly Financial Services first reported a position in BlackRock Capital Investment Corporation in Q3 2023 and held it in 2 quarters.
  • Kelly Financial Services's BlackRock Capital Investment Corporation position peaked at $795 in Q4 2023.
  • 1 fund tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q1 2024.

Based on Kelly Financial Services's 13F filing for Q1 2024, filed 17 Jul 2024.