W
BKCC

Wealthfront’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-17
Closed – – 1131
2015
Q3 		$0 Buy
+17
New +$157 ﹤0.01% 1478

Other funds holding BKCC

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

Wealthfront's BKCC Position: Q4 2015 in Review

Wealthfront sold out of BlackRock Capital Investment Corporation (BKCC) in Q4 2015, closing a stake of 17 shares.

Wealthfront first reported a position in BKCC in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 125 funds tracked by Wall St. Rank hold BKCC as of Q4 2015.

  • Wealthfront reported no remaining BlackRock Capital Investment Corporation position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 17 BlackRock Capital Investment Corporation shares in Q4 2015.
  • Wealthfront first reported a position in BlackRock Capital Investment Corporation in Q3 2015 and held it in 1 quarter.
  • Wealthfront's BlackRock Capital Investment Corporation position peaked at $0 in Q3 2015.
  • 125 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.