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

EverSource Wealth 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
2023
Q3 		– Sell
-162
Closed -$2.47K – 2511
2023
Q2 		$2.47K Hold
162
– – ﹤0.01% 1969
2023
Q1 		$2.45K Hold
162
– – ﹤0.01% 1877
2022
Q4 		$2.25K Hold
162
– – ﹤0.01% 1874
2022
Q3 		$2K Buy
+162
New +$2.4K ﹤0.01% 1626

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
API
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

EverSource Wealth Advisors's BCAT Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q3 2023, closing a stake of 162 shares — an estimated $2.47K sold.

EverSource Wealth Advisors first reported a position in BCAT in Q3 2022 and held it in 4 quarters. The position peaked at $2.47K in Q2 2023. 80 funds tracked by Wall St. Rank hold BCAT as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining BlackRock Capital Allocation Term Trust position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 162 BlackRock Capital Allocation Term Trust shares in Q3 2023, an estimated $2.47K.
  • EverSource Wealth Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q3 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's BlackRock Capital Allocation Term Trust position peaked at $2.47K in Q2 2023.
  • 80 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.