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Wintrust Investments’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Wintrust Investments’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
Q2 		– Sell
-18,382
Closed -$203K – 374
2022
Q1 		$203K Buy
18,382
+14
+0.1% +$143 0.02% 391
2021
Q4 		$172K Buy
+18,368
New +$171K 0.02% 414
2021
Q3 		– Sell
-18,339
Closed -$173K – 279
2021
Q2 		$173K Buy
18,339
+1,014
+6% +$9.73K 0.02% 410
2021
Q1 		$154K Buy
+17,325
New +$150K 0.02% 394
2020
Q4 		– Sell
-13,015
Closed -$77K – 196
2020
Q3 		$77K Buy
13,015
+20
+0.2% +$127 0.01% 348
2020
Q2 		$80K Buy
12,995
+24
+0.2% +$138 0.01% 346
2020
Q1 		$65K Buy
12,971
+25
+0.2% +$170 0.01% 326
2019
Q4 		$104K Buy
12,946
+20
+0.2% +$153 0.01% 355
2019
Q3 		$97K Buy
12,926
+20
+0.2% +$154 0.01% 359
2019
Q2 		$106K Buy
12,906
+19
+0.1% +$151 0.02% 363
2019
Q1 		$105K Sell
12,887
-1,066
-8% -$8.42K 0.02% 346
2018
Q4 		$99K Sell
13,953
-2,906
-17% -$23K 0.02% 328
2018
Q3 		$153K Buy
16,859
+11
+0.1% +$99 0.02% 357
2018
Q2 		$157K Sell
16,848
-999
-6% -$9.46K 0.03% 346
2018
Q1 		$158K Sell
17,847
-1,864
-9% -$17.8K 0.04% 251
2017
Q4 		$193K Sell
19,711
-7,331
-27% -$66.1K 0.05% 269
2017
Q3 		$240K Sell
27,042
-6,348
-19% -$54.2K 0.06% 244
2017
Q2 		$267K Sell
33,390
-110
-0.3% -$919 0.07% 246
2017
Q1 		$288K Buy
33,500
+2,118
+7% +$18.2K 0.08% 236
2016
Q4 		$260K Buy
31,382
+2,242
+8% +$18.1K 0.11% 170
2016
Q3 		$237K Buy
29,140
+19,124
+191% +$153K 0.11% 165
2016
Q2 		$7K Buy
+10,016
New +$75K 0.01% 165

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wintrust Investments's BCX Position: Q2 2022 in Review

Wintrust Investments sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q2 2022, closing a stake of 18,382 shares — an estimated $203K sold.

Wintrust Investments first reported a position in BCX in Q2 2016 and held it in 22 quarters. The position peaked at $288K in Q1 2017. 118 funds tracked by Wall St. Rank hold BCX as of Q2 2022.

  • Wintrust Investments reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q2 2022 after selling out during the quarter.
  • Wintrust Investments sold 18,382 BlackRock Resources & Commodities Strategy Trust shares in Q2 2022, an estimated $203K.
  • Wintrust Investments first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2016 and held it in 22 quarters.
  • Wintrust Investments's BlackRock Resources & Commodities Strategy Trust position peaked at $288K in Q1 2017.
  • 118 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q2 2022.

Based on Wintrust Investments's 13F filing for Q2 2022, filed 15 Aug 2022.