LWA
BCIC

Lenox Wealth Advisors’s BCP Investment Corp BCIC Stock Holding History

Lenox Wealth Advisors’s Portfolio BCIC Stock Details BCIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-12
Closed – – 996
2021
Q3 		$0 Buy
+12
New +$288 ﹤0.01% 773

Other funds holding BCIC

RP
Repertoire Partners New York $143M AUM 28.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Lenox Wealth Advisors's BCIC Position: Q4 2021 in Review

Lenox Wealth Advisors sold out of BCP Investment Corp (BCIC) in Q4 2021, closing a stake of 12 shares.

Lenox Wealth Advisors first reported a position in BCIC in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 33 funds tracked by Wall St. Rank hold BCIC as of Q4 2021.

  • Lenox Wealth Advisors reported no remaining BCP Investment Corp position as of Q4 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 12 BCP Investment Corp shares in Q4 2021.
  • Lenox Wealth Advisors first reported a position in BCP Investment Corp in Q3 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's BCP Investment Corp position peaked at $0 in Q3 2021.
  • 33 funds tracked by Wall St. Rank held BCP Investment Corp as of Q4 2021.

Based on Lenox Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.