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Peak Asset Management’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Peak Asset Management’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
2023
Q1 		– Sell
-25,390
Closed -$253K – 144
2022
Q4 		$253K Buy
25,390
+2,000
+9% +$19K 0.07% 126
2022
Q3 		$203K Buy
23,390
+285
+1% +$2.56K 0.06% 130
2022
Q2 		$207K Sell
23,105
-150
-0.6% -$1.59K 0.06% 130
2022
Q1 		$257K Buy
23,255
+1,920
+9% +$19.6K 0.06% 124
2021
Q4 		$199K Buy
21,335
+8,812
+70% +$82.2K 0.05% 135
2021
Q3 		$112K Hold
12,523
– – 0.03% 133
2021
Q2 		$118K Buy
+12,523
New +$120K 0.03% 136
2020
Q1 		– Sell
-93,006
Closed -$751K – 119
2019
Q4 		$751K Sell
93,006
-7,968
-8% -$60.8K 0.23% 62
2019
Q3 		$755K Buy
100,974
+2,389
+2% +$18.4K 0.25% 59
2019
Q2 		$806K Buy
98,585
+4,716
+5% +$37.4K 0.26% 62
2019
Q1 		$767K Buy
93,869
+5,258
+6% +$41.5K 0.26% 66
2018
Q4 		$626K Sell
88,611
-2,421
-3% -$19.1K 0.23% 67
2018
Q3 		$826K Buy
91,032
+4,007
+5% +$36K 0.28% 60
2018
Q2 		$808K Buy
87,025
+2,148
+3% +$20.3K 0.29% 59
2018
Q1 		$754K Buy
84,877
+7,246
+9% +$69.1K 0.28% 61
2017
Q4 		$758K Buy
77,631
+7,089
+10% +$63.9K 0.28% 61
2017
Q3 		$627K Buy
70,542
+3,690
+6% +$31.5K 0.22% 78
2017
Q2 		$535K Buy
66,852
+18,124
+37% +$151K 0.2% 83
2017
Q1 		$419K Buy
48,728
+1,880
+4% +$16.2K 0.16% 100
2016
Q4 		$387K Buy
46,848
+6,783
+17% +$54.7K 0.15% 100
2016
Q3 		$327K Buy
40,065
+2,696
+7% +$21.5K 0.14% 102
2016
Q2 		$288K Buy
37,369
+6,462
+21% +$48.4K 0.13% 108
2016
Q1 		$223K Buy
30,907
+940
+3% +$6.28K 0.11% 116
2015
Q4 		$213K Sell
29,967
-6,278
-17% -$45.9K 0.1% 112
2015
Q3 		$257K Sell
36,245
-1,026
-3% -$8.25K 0.14% 96
2015
Q2 		$340K Buy
37,271
+4,046
+12% +$39.2K 0.18% 89
2015
Q1 		$318K Sell
33,225
-29,358
-47% -$286K 0.16% 88
2014
Q4 		$608K Buy
+62,583
New +$654K 0.32% 58

Other funds holding BCX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Peak Asset Management's BCX Position: Q1 2023 in Review

Peak Asset Management sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q1 2023, closing a stake of 25,390 shares — an estimated $253K sold.

Peak Asset Management first reported a position in BCX in Q4 2014 and held it in 28 quarters. The position peaked at $826K in Q3 2018. 125 funds tracked by Wall St. Rank hold BCX as of Q1 2023.

  • Peak Asset Management reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q1 2023 after selling out during the quarter.
  • Peak Asset Management sold 25,390 BlackRock Resources & Commodities Strategy Trust shares in Q1 2023, an estimated $253K.
  • Peak Asset Management first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2014 and held it in 28 quarters.
  • Peak Asset Management's BlackRock Resources & Commodities Strategy Trust position peaked at $826K in Q3 2018.
  • 125 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q1 2023.

Based on Peak Asset Management's 13F filing for Q1 2023, filed 11 May 2023.