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Welch & Forbes’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Welch & Forbes’s Portfolio BCX Stock Details BCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-23,500
Closed -$211K – 372
2022
Q2 		$211K Hold
23,500
– – ﹤0.01% 367
2022
Q1 		$259K Buy
+23,500
New +$240K ﹤0.01% 347

Other funds holding BCX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Welch & Forbes's BCX Position: Q3 2022 in Review

Welch & Forbes sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q3 2022, closing a stake of 23,500 shares — an estimated $211K sold.

Welch & Forbes first reported a position in BCX in Q1 2022 and held it in 2 quarters. The position peaked at $259K in Q1 2022. 120 funds tracked by Wall St. Rank hold BCX as of Q3 2022.

  • Welch & Forbes reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q3 2022 after selling out during the quarter.
  • Welch & Forbes sold 23,500 BlackRock Resources & Commodities Strategy Trust shares in Q3 2022, an estimated $211K.
  • Welch & Forbes first reported a position in BlackRock Resources & Commodities Strategy Trust in Q1 2022 and held it in 2 quarters.
  • Welch & Forbes's BlackRock Resources & Commodities Strategy Trust position peaked at $259K in Q1 2022.
  • 120 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q3 2022.

Based on Welch & Forbes's 13F filing for Q3 2022, filed 31 Oct 2022.