Northwestern Mutual Wealth Management
BKCC

Northwestern Mutual Wealth Management’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Northwestern Mutual Wealth Management’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
Q4 		– Sell
-381
Closed -$1.41K – 3719
2023
Q3 		$1.41K Buy
+381
New +$1.37K ﹤0.01% 3000
2021
Q2 		– Sell
-4,270
Closed -$14K – 3196
2021
Q1 		$14K Buy
4,270
+3,349
+364% +$10.6K ﹤0.01% 2193
2020
Q4 		$2K Buy
+921
New +$2.48K ﹤0.01% 2564
2018
Q3 		– Sell
-33
Closed – – 2665
2018
Q2 		$0 Buy
+33
New +$204 ﹤0.01% 2523
2018
Q1 		– Sell
-283
Closed -$2K – 2463
2017
Q4 		$2K Buy
+283
New +$1.95K ﹤0.01% 2161
2017
Q1 		– Sell
-714
Closed -$5K – 2475
2016
Q4 		$5K Buy
+714
New +$5.36K ﹤0.01% 1869
2016
Q2 		– Sell
-13,500
Closed -$127K – 2300
2016
Q1 		$127K Buy
13,500
+12,735
+1,665% +$114K ﹤0.01% 646
2015
Q4 		$7K Buy
+765
New +$7.24K ﹤0.01% 1256
2015
Q2 		– Sell
-236
Closed -$2K – 1670
2015
Q1 		$2K Buy
+236
New +$2.04K ﹤0.01% 1403

Other funds holding BKCC

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 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
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Northwestern Mutual Wealth Management's BKCC Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of BlackRock Capital Investment Corporation (BKCC) in Q4 2023, closing a stake of 381 shares — an estimated $1.41K sold.

Northwestern Mutual Wealth Management first reported a position in BKCC in Q1 2015 and held it in 9 quarters. The position peaked at $127K in Q1 2016. 85 funds tracked by Wall St. Rank hold BKCC as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining BlackRock Capital Investment Corporation position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 381 BlackRock Capital Investment Corporation shares in Q4 2023, an estimated $1.41K.
  • Northwestern Mutual Wealth Management first reported a position in BlackRock Capital Investment Corporation in Q1 2015 and held it in 9 quarters.
  • Northwestern Mutual Wealth Management's BlackRock Capital Investment Corporation position peaked at $127K in Q1 2016.
  • 85 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.