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Oxford Financial Group’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Oxford Financial Group’s Portfolio BCX Stock Details BCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,052
Closed -$99K – 244
2022
Q2 		$99K Buy
+11,052
New +$117K 0.01% 204

Other funds holding BCX

Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oxford Financial Group's BCX Position: Q3 2022 in Review

Oxford Financial Group sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q3 2022, closing a stake of 11,052 shares — an estimated $99K sold.

Oxford Financial Group first reported a position in BCX in Q2 2022 and held it in 1 quarter. The position peaked at $99K in Q2 2022. 120 funds tracked by Wall St. Rank hold BCX as of Q3 2022.

  • Oxford Financial Group reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q3 2022 after selling out during the quarter.
  • Oxford Financial Group sold 11,052 BlackRock Resources & Commodities Strategy Trust shares in Q3 2022, an estimated $99K.
  • Oxford Financial Group first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2022 and held it in 1 quarter.
  • Oxford Financial Group's BlackRock Resources & Commodities Strategy Trust position peaked at $99K in Q2 2022.
  • 120 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q3 2022.

Based on Oxford Financial Group's 13F filing for Q3 2022, filed 2 Nov 2022.