PMFA
BKCC

Plante Moran Financial Advisors’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Plante Moran Financial Advisors’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
2021
Q1 		– Sell
-138
Closed – – 1152
2020
Q4 		$0 Sell
138
-1,906
-93% -$5.12K ﹤0.01% 1020
2020
Q3 		$5K Sell
2,044
-5,575
-73% -$14.7K ﹤0.01% 698
2020
Q2 		$20K Buy
+7,619
New +$20.4K 0.01% 434

Other funds holding BKCC

TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Plante Moran Financial Advisors's BKCC Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of BlackRock Capital Investment Corporation (BKCC) in Q1 2021, closing a stake of 138 shares.

Plante Moran Financial Advisors first reported a position in BKCC in Q2 2020 and held it in 3 quarters. The position peaked at $20K in Q2 2020. 87 funds tracked by Wall St. Rank hold BKCC as of Q1 2021.

  • Plante Moran Financial Advisors reported no remaining BlackRock Capital Investment Corporation position as of Q1 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 138 BlackRock Capital Investment Corporation shares in Q1 2021.
  • Plante Moran Financial Advisors first reported a position in BlackRock Capital Investment Corporation in Q2 2020 and held it in 3 quarters.
  • Plante Moran Financial Advisors's BlackRock Capital Investment Corporation position peaked at $20K in Q2 2020.
  • 87 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.