WP
BKCC

WealthPLAN Partners’s BlackRock Capital Investment Corporation BKCC Stock Holding History

WealthPLAN Partners’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
2019
Q3 		– Sell
-10,376
Closed -$56K – 252
2019
Q2 		$56K Hold
10,376
– – 0.01% 232
2019
Q1 		$64K Buy
+10,376
New +$63.4K 0.01% 251
2018
Q4 		– Sell
-12,532
Closed -$74K – 278
2018
Q3 		$74K Sell
12,532
-6,220
-33% -$37.8K 0.01% 248
2018
Q2 		$109K Buy
18,752
+1,551
+9% +$9.61K 0.02% 255
2018
Q1 		$104K Buy
+17,201
New +$101K 0.02% 258
2016
Q3 		– Sell
-400
Closed -$1.56K – 1085
2016
Q2 		$1.56K Buy
+400
New +$3.3K ﹤0.01% 2277

Other funds holding BKCC

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TC
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Invesco
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Arrowstreet Capital
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VEA
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AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return