B. Riley Wealth Advisors
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B. Riley Wealth Advisors’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

B. Riley Wealth Advisors’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
-36,949
Closed -$690K – 1421
2021
Q4 		$690K Buy
36,949
+13,949
+61% +$270K 0.02% 662
2021
Q3 		$463K Buy
+23,000
New +$461K 0.01% 814

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Karpus Investment Management
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Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

B. Riley Wealth Advisors's ECAT Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q1 2022, closing a stake of 36,949 shares — an estimated $690K sold.

B. Riley Wealth Advisors first reported a position in ECAT in Q3 2021 and held it in 2 quarters. The position peaked at $690K in Q4 2021. 37 funds tracked by Wall St. Rank hold ECAT as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 36,949 BlackRock ESG Capital Allocation Term Trust shares in Q1 2022, an estimated $690K.
  • B. Riley Wealth Advisors first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2021 and held it in 2 quarters.
  • B. Riley Wealth Advisors's BlackRock ESG Capital Allocation Term Trust position peaked at $690K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.