Ownership history in United Advisor Group, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which United Advisor Group, LLC reported a position in BLACKROCK TCP CAPITAL CORP COM (TCPC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π United Advisor Group, LLC underperformed the S&P 500 by β42.7% annually on this TCPC position. Timing score: 33% (2/6 decisions correct). Average cost basis: $7.03. Maximum drawdown during holding period: β35.1%.
β Significantly underperformed the S&P 500 by 42.7% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 6 add/trim decisions correct
Best entry: $5.66 (2025 Q3) Β· Worst: $8.03 (2024 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 4 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.06% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size