Hightower 6M Holding’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Hightower 6M Holding’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	$1.07M	Sell	78,968 -10,713	-12%	-$159K	0.1%	102
2022 Q2	$1.31M	Buy	+89,681	New	+$1.38M	0.11%	99

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 0.79% 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 12.96% 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

Hightower 6M Holding's BCAT Position: Q3 2022 in Review

Hightower 6M Holding reduced its BlackRock Capital Allocation Term Trust (BCAT) stake by 12% in Q3 2022, selling an estimated $159K and leaving 78,968 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #102.

Hightower 6M Holding first reported a position in BCAT in Q2 2022 and has held it in 2 quarters since. The position peaked at $1.31M in Q2 2022. 76 funds tracked by Wall St. Rank hold BCAT as of Q3 2022.

Hightower 6M Holding held 78,968 shares of BlackRock Capital Allocation Term Trust worth $1.07M as of Q3 2022.
Hightower 6M Holding sold 10,713 BlackRock Capital Allocation Term Trust shares in Q3 2022, an estimated $159K.
BlackRock Capital Allocation Term Trust made up 0.1% of Hightower 6M Holding's portfolio in Q3 2022, its #102 holding.
Hightower 6M Holding first reported a position in BlackRock Capital Allocation Term Trust in Q2 2022 and has held it in 2 quarters since.
Hightower 6M Holding's BlackRock Capital Allocation Term Trust position peaked at $1.31M in Q2 2022.
76 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.