NW
BKCC

Naviter Wealth’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Naviter Wealth’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
2023
Q3 		– Sell
-14,800
Closed -$50K – 237
2023
Q2 		$50K Hold
14,800
– – 0.01% 229
2023
Q1 		$52.5K Buy
+14,800
New +$53.9K 0.02% 193

Other funds holding BKCC

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Naviter Wealth's BKCC Position: Q3 2023 in Review

Naviter Wealth sold out of BlackRock Capital Investment Corporation (BKCC) in Q3 2023, closing a stake of 14,800 shares — an estimated $50K sold.

Naviter Wealth first reported a position in BKCC in Q1 2023 and held it in 2 quarters. The position peaked at $52.5K in Q1 2023. 88 funds tracked by Wall St. Rank hold BKCC as of Q3 2023.

  • Naviter Wealth reported no remaining BlackRock Capital Investment Corporation position as of Q3 2023 after selling out during the quarter.
  • Naviter Wealth sold 14,800 BlackRock Capital Investment Corporation shares in Q3 2023, an estimated $50K.
  • Naviter Wealth first reported a position in BlackRock Capital Investment Corporation in Q1 2023 and held it in 2 quarters.
  • Naviter Wealth's BlackRock Capital Investment Corporation position peaked at $52.5K in Q1 2023.
  • 88 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q3 2023.

Based on Naviter Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.