Valeo Financial Advisors’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Valeo Financial Advisors’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
2020 Q3	–	Sell	-999	Closed	-$6K	–	1634
2020 Q2	$6K	Buy	999 +283	+40%	+$1.63K	﹤0.01%	1432
2020 Q1	$4K	Buy	716 +22	+3%	+$150	﹤0.01%	1337
2019 Q4	$6K	Buy	+694	New	+$5.3K	﹤0.01%	1220
2018 Q4	–	Sell	-103	Closed	-$1K	–	1496
2018 Q3	$1K	Buy	+103	New	+$926	﹤0.01%	1585

Other funds holding BCX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

Valeo Financial Advisors's BCX Position: Q3 2020 in Review

Valeo Financial Advisors sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q3 2020, closing a stake of 999 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in BCX in Q3 2018 and held it in 4 quarters. The position peaked at $6K in Q2 2020. 103 funds tracked by Wall St. Rank hold BCX as of Q3 2020.

Valeo Financial Advisors reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 999 BlackRock Resources & Commodities Strategy Trust shares in Q3 2020, an estimated $6K.
Valeo Financial Advisors first reported a position in BlackRock Resources & Commodities Strategy Trust in Q3 2018 and held it in 4 quarters.
Valeo Financial Advisors's BlackRock Resources & Commodities Strategy Trust position peaked at $6K in Q2 2020.
103 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.