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

Gradient Investments’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
Q4 		– Sell
-1,148
Closed -$15K – 1544
2022
Q3 		$15K Buy
+1,148
New +$16.6K ﹤0.01% 715

Other funds holding ECAT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Gradient Investments's ECAT Position: Q4 2022 in Review

Gradient Investments sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q4 2022, closing a stake of 1,148 shares — an estimated $15K sold.

Gradient Investments first reported a position in ECAT in Q3 2022 and held it in 1 quarter. The position peaked at $15K in Q3 2022. 71 funds tracked by Wall St. Rank hold ECAT as of Q4 2022.

  • Gradient Investments reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 1,148 BlackRock ESG Capital Allocation Term Trust shares in Q4 2022, an estimated $15K.
  • Gradient Investments first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2022 and held it in 1 quarter.
  • Gradient Investments's BlackRock ESG Capital Allocation Term Trust position peaked at $15K in Q3 2022.
  • 71 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q4 2022.

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