VFA
BKCC

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

Valeo 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
2021
Q2 		– Sell
-28
Closed – – 1955
2021
Q1 		$0 Hold
28
– – ﹤0.01% 2229
2020
Q4 		$0 Hold
28
– – ﹤0.01% 1906
2020
Q3 		$0 Buy
+28
New +$74 ﹤0.01% 2222

Other funds holding BKCC

TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Valeo Financial Advisors's BKCC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of BlackRock Capital Investment Corporation (BKCC) in Q2 2021, closing a stake of 28 shares.

Valeo Financial Advisors first reported a position in BKCC in Q3 2020 and held it in 3 quarters. The position peaked at $0 in Q1 2021. 87 funds tracked by Wall St. Rank hold BKCC as of Q2 2021.

  • Valeo Financial Advisors reported no remaining BlackRock Capital Investment Corporation position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 28 BlackRock Capital Investment Corporation shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in BlackRock Capital Investment Corporation in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's BlackRock Capital Investment Corporation position peaked at $0 in Q1 2021.
  • 87 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.