WFA
BCIC

Websterrogers Financial Advisors’s BCP Investment Corp BCIC Stock Holding History

Websterrogers Financial Advisors’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
2021
Q2 		– Sell
-1,049
Closed -$23K – 63
2021
Q1 		$23K Hold
1,049
– – 0.01% 54
2020
Q4 		$20K Buy
+1,049
New +$15.8K 0.01% 51

Other funds holding BCIC

CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Websterrogers Financial Advisors's BCIC Position: Q2 2021 in Review

Websterrogers Financial Advisors sold out of BCP Investment Corp (BCIC) in Q2 2021, closing a stake of 1,049 shares — an estimated $23K sold.

Websterrogers Financial Advisors first reported a position in BCIC in Q4 2020 and held it in 2 quarters. The position peaked at $23K in Q1 2021. 58 funds tracked by Wall St. Rank hold BCIC as of Q2 2021.

  • Websterrogers Financial Advisors reported no remaining BCP Investment Corp position as of Q2 2021 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 1,049 BCP Investment Corp shares in Q2 2021, an estimated $23K.
  • Websterrogers Financial Advisors first reported a position in BCP Investment Corp in Q4 2020 and held it in 2 quarters.
  • Websterrogers Financial Advisors's BCP Investment Corp position peaked at $23K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held BCP Investment Corp as of Q2 2021.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2021, filed 5 Aug 2021.