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Triad Investment Management’s Bain Capital Specialty BCSF Stock Holding History

Triad Investment Management’s Portfolio BCSF Stock Details BCSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$301K Sell
24,850
-310
-1% -$3.44K 0.33% 42
2020
Q3 		$257K Sell
25,160
-1,618
-6% -$16.9K 0.36% 40
2020
Q2 		$297K Buy
26,778
+4,128
+18% +$42.7K 0.4% 39
2020
Q1 		$206K Buy
+22,650
New +$389K 0.36% 37

Other funds holding BCSF

BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Triad Investment Management's BCSF Position: Q4 2020 in Review

Triad Investment Management reduced its Bain Capital Specialty (BCSF) stake by 1.2% in Q4 2020, selling an estimated $3.44K and leaving 24,850 shares worth $301K. The position accounts for 0.33% of the portfolio, ranked #42.

Triad Investment Management first reported a position in BCSF in Q1 2020 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold BCSF as of Q4 2020.

  • Triad Investment Management held 24,850 shares of Bain Capital Specialty worth $301K as of Q4 2020.
  • Triad Investment Management sold 310 Bain Capital Specialty shares in Q4 2020, an estimated $3.44K.
  • Bain Capital Specialty made up 0.33% of Triad Investment Management's portfolio in Q4 2020, its #42 holding.
  • Triad Investment Management first reported a position in Bain Capital Specialty in Q1 2020 and has held it in 4 quarters since.
  • 94 funds tracked by Wall St. Rank held Bain Capital Specialty as of Q4 2020.

Based on Triad Investment Management's 13F filing for Q4 2020, filed 20 Jan 2021.