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Lenox Wealth Advisors’s BlackRock TCP Capital TCPC Stock Holding History

Lenox Wealth Advisors’s Portfolio TCPC Stock Details TCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,628
Closed -$22K – 816
2019
Q3 		$22K Buy
+1,628
New +$22.4K ﹤0.01% 287

Other funds holding TCPC

SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lenox Wealth Advisors's TCPC Position: Q4 2019 in Review

Lenox Wealth Advisors sold out of BlackRock TCP Capital (TCPC) in Q4 2019, closing a stake of 1,628 shares — an estimated $22K sold.

Lenox Wealth Advisors first reported a position in TCPC in Q3 2019 and held it in 1 quarter. The position peaked at $22K in Q3 2019. 114 funds tracked by Wall St. Rank hold TCPC as of Q4 2019.

  • Lenox Wealth Advisors reported no remaining BlackRock TCP Capital position as of Q4 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,628 BlackRock TCP Capital shares in Q4 2019, an estimated $22K.
  • Lenox Wealth Advisors first reported a position in BlackRock TCP Capital in Q3 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's BlackRock TCP Capital position peaked at $22K in Q3 2019.
  • 114 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q4 2019.

Based on Lenox Wealth Advisors's 13F filing for Q4 2019, filed 6 Jan 2020.