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Safeguard Investment Advisory Group’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-4,500
Closed -$33K – 134
2020
Q4 		$33K Buy
+4,500
New +$29.4K 0.03% 246

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1CP
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Stifel Financial
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PCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Safeguard Investment Advisory Group's BCX Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q1 2021, closing a stake of 4,500 shares — an estimated $33K sold.

Safeguard Investment Advisory Group first reported a position in BCX in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 104 funds tracked by Wall St. Rank hold BCX as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 4,500 BlackRock Resources & Commodities Strategy Trust shares in Q1 2021, an estimated $33K.
  • Safeguard Investment Advisory Group first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's BlackRock Resources & Commodities Strategy Trust position peaked at $33K in Q4 2020.
  • 104 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.