IFG Advisory’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

IFG Advisory’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 Q2	–	Sell	-18,418	Closed	-$305K	–	466
2022 Q1	$305K	Buy	18,418 +5,418	+42%	+$95.2K	0.03%	394
2021 Q4	$252K	Buy	+13,000	New	+$253K	0.02%	430

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 0.66% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

IFG Advisory's BCAT Position: Q2 2022 in Review

IFG Advisory sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q2 2022, closing a stake of 18,418 shares — an estimated $305K sold.

IFG Advisory first reported a position in BCAT in Q4 2021 and held it in 2 quarters. The position peaked at $305K in Q1 2022. 69 funds tracked by Wall St. Rank hold BCAT as of Q2 2022.

IFG Advisory reported no remaining BlackRock Capital Allocation Term Trust position as of Q2 2022 after selling out during the quarter.
IFG Advisory sold 18,418 BlackRock Capital Allocation Term Trust shares in Q2 2022, an estimated $305K.
IFG Advisory first reported a position in BlackRock Capital Allocation Term Trust in Q4 2021 and held it in 2 quarters.
IFG Advisory's BlackRock Capital Allocation Term Trust position peaked at $305K in Q1 2022.
69 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2022.

Based on IFG Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.