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Autumn Glory Partners’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Autumn Glory Partners’s Portfolio ECAT Stock Details ECAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-75,200
Closed -$1.4M – 168
2021
Q4 		$1.4M Buy
+75,200
New +$1.46M 0.59% 54

Other funds holding ECAT

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Autumn Glory Partners's ECAT Position: Q1 2022 in Review

Autumn Glory Partners sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q1 2022, closing a stake of 75,200 shares — an estimated $1.4M sold.

Autumn Glory Partners first reported a position in ECAT in Q4 2021 and held it in 1 quarter. The position peaked at $1.4M in Q4 2021. 37 funds tracked by Wall St. Rank hold ECAT as of Q1 2022.

  • Autumn Glory Partners reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q1 2022 after selling out during the quarter.
  • Autumn Glory Partners sold 75,200 BlackRock ESG Capital Allocation Term Trust shares in Q1 2022, an estimated $1.4M.
  • Autumn Glory Partners first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2021 and held it in 1 quarter.
  • Autumn Glory Partners's BlackRock ESG Capital Allocation Term Trust position peaked at $1.4M in Q4 2021.
  • 37 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2022.

Based on Autumn Glory Partners's 13F filing for Q1 2022, filed 4 May 2022.