UCFA
BKCC

United Capital Financial Advisors’s BlackRock Capital Investment Corporation BKCC Stock Holding History

United Capital Financial 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
2020
Q2 		– Sell
-26,454
Closed -$58K – 1270
2020
Q1 		$58K Buy
+26,454
New +$114K ﹤0.01% 1144
2016
Q1 		– Sell
-292,620
Closed -$2.75M – 1290
2015
Q4 		$2.75M Buy
292,620
+659
+0.2% +$6.23K 0.03% 479
2015
Q3 		$2.59M Sell
291,961
-171,925
-37% -$1.58M 0.03% 477
2015
Q2 		$4.24M Buy
463,886
+71,253
+18% +$665K 0.05% 378
2015
Q1 		$3.59M Buy
392,633
+130,666
+50% +$1.13M 0.04% 415
2014
Q4 		$2.15M Buy
261,967
+155,337
+146% +$1.34M 0.03% 451
2014
Q3 		$911K Buy
106,630
+26,651
+33% +$241K 0.02% 627
2014
Q2 		$729K Buy
79,979
+67,571
+545% +$599K 0.01% 621
2014
Q1 		$114K Buy
+12,408
New +$116K ﹤0.01% 911

Other funds holding BKCC

TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's BKCC Position: Q2 2020 in Review

United Capital Financial Advisors sold out of BlackRock Capital Investment Corporation (BKCC) in Q2 2020, closing a stake of 26,454 shares — an estimated $58K sold.

United Capital Financial Advisors first reported a position in BKCC in Q1 2014 and held it in 9 quarters. The position peaked at $4.24M in Q2 2015. 92 funds tracked by Wall St. Rank hold BKCC as of Q2 2020.

  • United Capital Financial Advisors reported no remaining BlackRock Capital Investment Corporation position as of Q2 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 26,454 BlackRock Capital Investment Corporation shares in Q2 2020, an estimated $58K.
  • United Capital Financial Advisors first reported a position in BlackRock Capital Investment Corporation in Q1 2014 and held it in 9 quarters.
  • United Capital Financial Advisors's BlackRock Capital Investment Corporation position peaked at $4.24M in Q2 2015.
  • 92 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.