WAM
BCIC

Wealthspire Advisors (Maryland)’s BCP Investment Corp BCIC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BCIC Stock Details BCIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,249
Closed -$58K – 534
2020
Q2 		$58K Buy
+5,249
New +$59.2K ﹤0.01% 442

Other funds holding BCIC

CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BCIC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of BCP Investment Corp (BCIC) in Q3 2020, closing a stake of 5,249 shares — an estimated $58K sold.

Wealthspire Advisors (Maryland) first reported a position in BCIC in Q2 2020 and held it in 1 quarter. The position peaked at $58K in Q2 2020. 39 funds tracked by Wall St. Rank hold BCIC as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining BCP Investment Corp position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,249 BCP Investment Corp shares in Q3 2020, an estimated $58K.
  • Wealthspire Advisors (Maryland) first reported a position in BCP Investment Corp in Q2 2020 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s BCP Investment Corp position peaked at $58K in Q2 2020.
  • 39 funds tracked by Wall St. Rank held BCP Investment Corp as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.