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

Cetera 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	–	Sell	-12,560	Closed	-$184K	–	1348
2022 Q2	$184K	Hold	12,560	–	–	﹤0.01%	1258
2022 Q1	$208K	Buy	+12,560	New	+$221K	﹤0.01%	1292

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

Cetera Advisors's BCAT Position: Q3 2022 in Review

Cetera Advisors sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q3 2022, closing a stake of 12,560 shares — an estimated $184K sold.

Cetera Advisors first reported a position in BCAT in Q1 2022 and held it in 2 quarters. The position peaked at $208K in Q1 2022. 76 funds tracked by Wall St. Rank hold BCAT as of Q3 2022.

Cetera Advisors reported no remaining BlackRock Capital Allocation Term Trust position as of Q3 2022 after selling out during the quarter.
Cetera Advisors sold 12,560 BlackRock Capital Allocation Term Trust shares in Q3 2022, an estimated $184K.
Cetera Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q1 2022 and held it in 2 quarters.
Cetera Advisors's BlackRock Capital Allocation Term Trust position peaked at $208K in Q1 2022.
76 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2022.

Based on Cetera Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.