SWA
BKCC

Sutton Wealth Advisors’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Sutton Wealth 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
2019
Q4 		– Sell
-50
Closed -$251 – 1206
2019
Q3 		$251 Hold
50
– – ﹤0.01% 1166
2019
Q2 		$302 Hold
50
– – ﹤0.01% 1148
2019
Q1 		$300 Hold
50
– – ﹤0.01% 1156
2018
Q4 		$265 Hold
50
– – ﹤0.01% 1113
2018
Q3 		$295 Hold
50
– – ﹤0.01% 1111
2018
Q2 		$292 Hold
50
– – ﹤0.01% 1116
2018
Q1 		$302 Buy
+50
New +$294 ﹤0.01% 1108

Other funds holding BKCC

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's BKCC Position: Q4 2019 in Review

Sutton Wealth Advisors sold out of BlackRock Capital Investment Corporation (BKCC) in Q4 2019, closing a stake of 50 shares — an estimated $251 sold.

Sutton Wealth Advisors first reported a position in BKCC in Q1 2018 and held it in 7 quarters. The position peaked at $302 in Q2 2019. 114 funds tracked by Wall St. Rank hold BKCC as of Q4 2019.

  • Sutton Wealth Advisors reported no remaining BlackRock Capital Investment Corporation position as of Q4 2019 after selling out during the quarter.
  • Sutton Wealth Advisors sold 50 BlackRock Capital Investment Corporation shares in Q4 2019, an estimated $251.
  • Sutton Wealth Advisors first reported a position in BlackRock Capital Investment Corporation in Q1 2018 and held it in 7 quarters.
  • Sutton Wealth Advisors's BlackRock Capital Investment Corporation position peaked at $302 in Q2 2019.
  • 114 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q4 2019.

Based on Sutton Wealth Advisors's 13F filing for Q4 2019, filed 7 Nov 2023.