American Portfolios Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

American Portfolios Advisors’s Portfolio BCAT Stock Details BCAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6.8K	Hold	500	–	–	﹤0.01%	2687
2022 Q2	$7.33K	Hold	500	–	–	﹤0.01%	2689
2022 Q1	$8.28K	Hold	500	–	–	﹤0.01%	2764
2021 Q4	$9.72K	Hold	500	–	–	﹤0.01%	2628
2021 Q3	$10.1K	Sell	500 -250	-33%	-$5.4K	﹤0.01%	2564
2021 Q2	$16.4K	Hold	750	–	–	﹤0.01%	2297
2021 Q1	$15.4K	Buy	+750	New	+$16.2K	﹤0.01%	2191

Other funds holding BCAT

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

American Portfolios Advisors's BCAT Position: Q3 2022 in Review

American Portfolios Advisors held its BlackRock Capital Allocation Term Trust (BCAT) position steady in Q3 2022 at 500 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2687.

American Portfolios Advisors first reported a position in BCAT in Q1 2021 and has held it in 7 quarters since. The position peaked at $16.4K in Q2 2021. 76 funds tracked by Wall St. Rank hold BCAT as of Q3 2022.

American Portfolios Advisors held 500 shares of BlackRock Capital Allocation Term Trust worth $6.8K as of Q3 2022.
American Portfolios Advisors left its BlackRock Capital Allocation Term Trust share count unchanged in Q3 2022.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2687 holding.
American Portfolios Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q1 2021 and has held it in 7 quarters since.
American Portfolios Advisors's BlackRock Capital Allocation Term Trust position peaked at $16.4K in Q2 2021.
76 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.