PMFA
TCPC icon

Plante Moran Financial Advisors’s BlackRock TCP Capital TCPC Stock Holding History

Plante Moran Financial Advisors’s Portfolio TCPC Stock Details TCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-800
Closed -$13K – 787
2014
Q4 		$13K Buy
+800
New +$13.1K 0.01% 489

Other funds holding TCPC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Amundi Asset Management US
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Plante Moran Financial Advisors's TCPC Position: Q1 2015 in Review

Plante Moran Financial Advisors sold out of BlackRock TCP Capital (TCPC) in Q1 2015, closing a stake of 800 shares — an estimated $13K sold.

Plante Moran Financial Advisors first reported a position in TCPC in Q4 2014 and held it in 1 quarter. The position peaked at $13K in Q4 2014. 83 funds tracked by Wall St. Rank hold TCPC as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining BlackRock TCP Capital position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 800 BlackRock TCP Capital shares in Q1 2015, an estimated $13K.
  • Plante Moran Financial Advisors first reported a position in BlackRock TCP Capital in Q4 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's BlackRock TCP Capital position peaked at $13K in Q4 2014.
  • 83 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q1 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.