WAM
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Wealthspire Advisors (Maryland)’s BlackRock TCP Capital TCPC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TCPC Stock Details TCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-232
Closed -$3K – 1847
2019
Q1 		$3K Hold
232
– – ﹤0.01% 2052
2018
Q4 		$3K Sell
232
-2,125
-90% -$29.6K ﹤0.01% 1991
2018
Q3 		$34K Sell
2,357
-1,704
-42% -$24.9K ﹤0.01% 1102
2018
Q2 		$59K Sell
4,061
-102
-2% -$1.48K 0.01% 911
2018
Q1 		$59K Hold
4,163
– – 0.01% 920
2017
Q4 		$64K Sell
4,163
-210
-5% -$3.36K 0.01% 907
2017
Q3 		$72K Buy
4,373
+305
+7% +$5.04K 0.01% 835
2017
Q2 		$69K Buy
4,068
+197
+5% +$3.35K 0.01% 832
2017
Q1 		$67K Buy
3,871
+137
+4% +$2.33K 0.01% 719
2016
Q4 		$63K Buy
3,734
+128
+4% +$2.11K 0.01% 717
2016
Q3 		$59K Buy
3,606
+129
+4% +$2.06K 0.01% 731
2016
Q2 		$53K Buy
3,477
+1,405
+68% +$20.7K 0.01% 720
2016
Q1 		$31K Sell
2,072
-15
-0.7% -$205 0.01% 829
2015
Q4 		$29K Buy
+2,087
New +$30.6K 0.01% 855

Other funds holding TCPC

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TCPC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of BlackRock TCP Capital (TCPC) in Q2 2019, closing a stake of 232 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in TCPC in Q4 2015 and held it in 14 quarters. The position peaked at $72K in Q3 2017. 116 funds tracked by Wall St. Rank hold TCPC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining BlackRock TCP Capital position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 232 BlackRock TCP Capital shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in BlackRock TCP Capital in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s BlackRock TCP Capital position peaked at $72K in Q3 2017.
  • 116 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.