PWAG
TCPC icon

Polaris Wealth Advisory Group’s BlackRock TCP Capital TCPC Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-493
Closed -$7K – 421
2018
Q3 		$7K Buy
+493
New +$7.21K ﹤0.01% 434

Other funds holding TCPC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Polaris Wealth Advisory Group's TCPC Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of BlackRock TCP Capital (TCPC) in Q4 2018, closing a stake of 493 shares — an estimated $7K sold.

Polaris Wealth Advisory Group first reported a position in TCPC in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 127 funds tracked by Wall St. Rank hold TCPC as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining BlackRock TCP Capital position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 493 BlackRock TCP Capital shares in Q4 2018, an estimated $7K.
  • Polaris Wealth Advisory Group first reported a position in BlackRock TCP Capital in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's BlackRock TCP Capital position peaked at $7K in Q3 2018.
  • 127 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.