CIBC Private Wealth Group
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CIBC Private Wealth Group’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

CIBC Private Wealth Group’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
2025
Q1 		– Sell
-2,331
Closed -$36.1K – 3103
2024
Q4 		$36.1K Buy
+2,331
New +$37.5K ﹤0.01% 1804

Other funds holding BCAT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC Private Wealth Group's BCAT Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q1 2025, closing a stake of 2,331 shares — an estimated $36.1K sold.

CIBC Private Wealth Group first reported a position in BCAT in Q4 2024 and held it in 1 quarter. The position peaked at $36.1K in Q4 2024. 92 funds tracked by Wall St. Rank hold BCAT as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining BlackRock Capital Allocation Term Trust position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 2,331 BlackRock Capital Allocation Term Trust shares in Q1 2025, an estimated $36.1K.
  • CIBC Private Wealth Group first reported a position in BlackRock Capital Allocation Term Trust in Q4 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's BlackRock Capital Allocation Term Trust position peaked at $36.1K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.