SBIA
BKCC

Sheaff Brock Investment Advisors’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio BKCC Stock Details BKCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-17,430
Closed -$144K – 658
2016
Q3 		$144K Sell
17,430
-5,586
-24% -$46.9K 0.02% 497
2016
Q2 		$179K Hold
23,016
– – 0.02% 506
2016
Q1 		$217K Hold
23,016
– – 0.03% 471
2015
Q4 		$216K Buy
+23,016
New +$218K 0.02% 487

Other funds holding BKCC

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Sheaff Brock Investment Advisors's BKCC Position: Q4 2016 in Review

Sheaff Brock Investment Advisors sold out of BlackRock Capital Investment Corporation (BKCC) in Q4 2016, closing a stake of 17,430 shares — an estimated $144K sold.

Sheaff Brock Investment Advisors first reported a position in BKCC in Q4 2015 and held it in 4 quarters. The position peaked at $217K in Q1 2016. 122 funds tracked by Wall St. Rank hold BKCC as of Q4 2016.

  • Sheaff Brock Investment Advisors reported no remaining BlackRock Capital Investment Corporation position as of Q4 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 17,430 BlackRock Capital Investment Corporation shares in Q4 2016, an estimated $144K.
  • Sheaff Brock Investment Advisors first reported a position in BlackRock Capital Investment Corporation in Q4 2015 and held it in 4 quarters.
  • Sheaff Brock Investment Advisors's BlackRock Capital Investment Corporation position peaked at $217K in Q1 2016.
  • 122 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q4 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.