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Gradient Investments’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Gradient Investments’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
Q4 		– Sell
-1,121
Closed -$15K – 1522
2022
Q3 		$15K Buy
+1,121
New +$16.6K ﹤0.01% 712

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RCM
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SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

Gradient Investments's BCAT Position: Q4 2022 in Review

Gradient Investments sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q4 2022, closing a stake of 1,121 shares — an estimated $15K sold.

Gradient Investments first reported a position in BCAT in Q3 2022 and held it in 1 quarter. The position peaked at $15K in Q3 2022. 85 funds tracked by Wall St. Rank hold BCAT as of Q4 2022.

  • Gradient Investments reported no remaining BlackRock Capital Allocation Term Trust position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 1,121 BlackRock Capital Allocation Term Trust shares in Q4 2022, an estimated $15K.
  • Gradient Investments first reported a position in BlackRock Capital Allocation Term Trust in Q3 2022 and held it in 1 quarter.
  • Gradient Investments's BlackRock Capital Allocation Term Trust position peaked at $15K in Q3 2022.
  • 85 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.