Sowell Financial Services’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-1,103	Closed	-$11K	–	743
2021 Q1	$11K	Buy	1,103 +866	+365%	+$7.5K	﹤0.01%	2265
2020 Q4	$2K	Hold	237	–	–	﹤0.01%	2445
2020 Q3	$1K	Hold	237	–	–	﹤0.01%	2324
2020 Q2	$1K	Hold	237	–	–	﹤0.01%	2249
2020 Q1	$1K	Buy	237 +74	+45%	+$504	﹤0.01%	2192
2019 Q4	$1K	Buy	163 +14	+9%	+$107	﹤0.01%	2297
2019 Q3	$1K	Buy	+149	New	+$1.15K	﹤0.01%	2195

Other funds holding BCX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's BCX Position: Q2 2021 in Review

Sowell Financial Services sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q2 2021, closing a stake of 1,103 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in BCX in Q3 2019 and held it in 7 quarters. The position peaked at $11K in Q1 2021. 108 funds tracked by Wall St. Rank hold BCX as of Q2 2021.

Sowell Financial Services reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,103 BlackRock Resources & Commodities Strategy Trust shares in Q2 2021, an estimated $11K.
Sowell Financial Services first reported a position in BlackRock Resources & Commodities Strategy Trust in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's BlackRock Resources & Commodities Strategy Trust position peaked at $11K in Q1 2021.
108 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.