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 $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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.