West Oak Capital’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

West Oak Capital’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 Q4	–	Sell	-1,200	Closed	-$10K	–	287
2022 Q3	$10K	Hold	1,200	–	–	0.01%	241
2022 Q2	$11K	Hold	1,200	–	–	0.01%	241
2022 Q1	$13K	Hold	1,200	–	–	0.01%	244
2021 Q4	$11K	Sell	1,200 -2,000	-63%	-$18.7K	﹤0.01%	264
2021 Q3	$29K	Hold	3,200	–	–	0.01%	218
2021 Q2	$30K	Hold	3,200	–	–	0.01%	214
2021 Q1	$28K	Buy	+3,200	New	+$27.7K	0.01%	210

Other funds holding BCX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

West Oak Capital's BCX Position: Q4 2022 in Review

West Oak Capital sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q4 2022, closing a stake of 1,200 shares — an estimated $10K sold.

West Oak Capital first reported a position in BCX in Q1 2021 and held it in 7 quarters. The position peaked at $30K in Q2 2021. 127 funds tracked by Wall St. Rank hold BCX as of Q4 2022.

West Oak Capital reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q4 2022 after selling out during the quarter.
West Oak Capital sold 1,200 BlackRock Resources & Commodities Strategy Trust shares in Q4 2022, an estimated $10K.
West Oak Capital first reported a position in BlackRock Resources & Commodities Strategy Trust in Q1 2021 and held it in 7 quarters.
West Oak Capital's BlackRock Resources & Commodities Strategy Trust position peaked at $30K in Q2 2021.
127 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q4 2022.

Based on West Oak Capital's 13F filing for Q4 2022, filed 5 Jan 2023.