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Vontobel Swiss Wealth Advisors’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Vontobel Swiss Wealth 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
2019
Q2 		– Sell
-26,670
Closed -$218K – 117
2019
Q1 		$218K Sell
26,670
-350,894
-93% -$2.77M 0.24% 54
2018
Q4 		$2.61M Sell
377,564
-53,700
-12% -$424K 1.94% 22
2018
Q3 		$3.81M Sell
431,264
-17,955
-4% -$161K 2.23% 17
2018
Q2 		$4.17M Buy
449,219
+1,002
+0.2% +$9.49K 2.37% 16
2018
Q1 		$3.98M Sell
448,217
-73
-0% -$696 2.1% 18
2017
Q4 		$4.23M Sell
448,290
-38,408
-8% -$346K 2.49% 14
2017
Q3 		$4.18M Sell
486,698
-2,488
-0.5% -$21.2K 2.55% 14
2017
Q2 		$3.92M Sell
489,186
-9,137
-2% -$76.4K 2.49% 14
2017
Q1 		$4.29M Sell
498,323
-50,131
-9% -$432K 2.32% 17
2016
Q4 		$4.54M Buy
548,454
+114,273
+26% +$922K 2.79% 8
2016
Q3 		$3.54M Buy
434,181
+3,714
+0.9% +$29.7K 1.9% 17
2016
Q2 		$2.98M Buy
430,467
+16,232
+4% +$122K 1.77% 20
2016
Q1 		$2.99M Buy
414,235
+404,085
+3,981% +$2.7M 1.59% 26
2015
Q4 		$85K Hold
10,150
– – 0.05% 57
2015
Q3 		$83K Buy
+10,150
New +$81.6K 0.06% 48

Other funds holding BCX

Wells Fargo
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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's BCX Position: Q2 2019 in Review

Vontobel Swiss Wealth Advisors sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q2 2019, closing a stake of 26,670 shares — an estimated $218K sold.

Vontobel Swiss Wealth Advisors first reported a position in BCX in Q3 2015 and held it in 15 quarters. The position peaked at $4.54M in Q4 2016. 107 funds tracked by Wall St. Rank hold BCX as of Q2 2019.

  • Vontobel Swiss Wealth Advisors reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q2 2019 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 26,670 BlackRock Resources & Commodities Strategy Trust shares in Q2 2019, an estimated $218K.
  • Vontobel Swiss Wealth Advisors first reported a position in BlackRock Resources & Commodities Strategy Trust in Q3 2015 and held it in 15 quarters.
  • Vontobel Swiss Wealth Advisors's BlackRock Resources & Commodities Strategy Trust position peaked at $4.54M in Q4 2016.
  • 107 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q2 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.