LWA
BKCC

Lenox Wealth Advisors’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Lenox Wealth 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
2020
Q4 		– Sell
-9
Closed – – 692
2020
Q3 		$0 Buy
+9
New +$24 ﹤0.01% 662

Other funds holding BKCC

TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lenox Wealth Advisors's BKCC Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of BlackRock Capital Investment Corporation (BKCC) in Q4 2020, closing a stake of 9 shares.

Lenox Wealth Advisors first reported a position in BKCC in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 79 funds tracked by Wall St. Rank hold BKCC as of Q4 2020.

  • Lenox Wealth Advisors reported no remaining BlackRock Capital Investment Corporation position as of Q4 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 9 BlackRock Capital Investment Corporation shares in Q4 2020.
  • Lenox Wealth Advisors first reported a position in BlackRock Capital Investment Corporation in Q3 2020 and held it in 1 quarter.
  • Lenox Wealth Advisors's BlackRock Capital Investment Corporation position peaked at $0 in Q3 2020.
  • 79 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.