Rowland Carmichael Advisors’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Rowland Carmichael Advisors’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
2020 Q4	$710K	Buy	95,780 +27,280	+40%	+$178K	0.22%	100
2020 Q3	$408K	Buy	68,500 +14,000	+26%	+$88.7K	0.16%	150
2020 Q2	$334K	Buy	54,500 +5,000	+10%	+$28.8K	0.14%	175
2020 Q1	$249K	Buy	49,500 +2,000	+4%	+$13.6K	0.13%	198
2019 Q4	$383K	Sell	47,500 -10,500	-18%	-$80.1K	0.13%	186
2019 Q3	$434K	Buy	58,000 +1,500	+3%	+$11.5K	0.15%	163
2019 Q2	$462K	Buy	56,500 +7,500	+15%	+$59.5K	0.16%	150
2019 Q1	$400K	Buy	49,000 +8,500	+21%	+$67.1K	0.15%	164
2018 Q4	$286K	Buy	40,500 +16,500	+69%	+$130K	0.13%	179
2018 Q3	$218K	Buy	+24,000	New	+$216K	0.08%	251

Other funds holding BCX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Rowland Carmichael Advisors's BCX Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its BlackRock Resources & Commodities Strategy Trust (BCX) stake by 40% in Q4 2020, buying an estimated $178K and bringing the position to 95,780 shares worth $710K. The position accounts for 0.22% of the portfolio, ranked #100.

Rowland Carmichael Advisors first reported a position in BCX in Q3 2018 and has held it in 10 quarters since. 109 funds tracked by Wall St. Rank hold BCX as of Q4 2020.

Rowland Carmichael Advisors held 95,780 shares of BlackRock Resources & Commodities Strategy Trust worth $710K as of Q4 2020.
Rowland Carmichael Advisors bought 27,280 BlackRock Resources & Commodities Strategy Trust shares in Q4 2020, an estimated $178K.
BlackRock Resources & Commodities Strategy Trust made up 0.22% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #100 holding.
Rowland Carmichael Advisors first reported a position in BlackRock Resources & Commodities Strategy Trust in Q3 2018 and has held it in 10 quarters since.
109 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.