Independent Investors Inc’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Independent Investors Inc’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	-25,000	Closed	-$414K	–	70
2022 Q1	$414K	Hold	25,000	–	–	0.09%	60
2021 Q4	$486K	Hold	25,000	–	–	0.1%	59
2021 Q3	$505K	Hold	25,000	–	–	0.13%	60
2021 Q2	$547K	Hold	25,000	–	–	0.13%	60
2021 Q1	$513K	Hold	25,000	–	–	0.14%	62
2020 Q4	$544K	Hold	25,000	–	–	0.14%	59
2020 Q3	$512K	Buy	+25,000	New	+$505K	0.15%	57

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

Independent Investors Inc's BCAT Position: Q2 2022 in Review

Independent Investors Inc sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q2 2022, closing a stake of 25,000 shares — an estimated $414K sold.

Independent Investors Inc first reported a position in BCAT in Q3 2020 and held it in 7 quarters. The position peaked at $547K in Q2 2021. 69 funds tracked by Wall St. Rank hold BCAT as of Q2 2022.

Independent Investors Inc reported no remaining BlackRock Capital Allocation Term Trust position as of Q2 2022 after selling out during the quarter.
Independent Investors Inc sold 25,000 BlackRock Capital Allocation Term Trust shares in Q2 2022, an estimated $414K.
Independent Investors Inc first reported a position in BlackRock Capital Allocation Term Trust in Q3 2020 and held it in 7 quarters.
Independent Investors Inc's BlackRock Capital Allocation Term Trust position peaked at $547K in Q2 2021.
69 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2022.

Based on Independent Investors Inc's 13F filing for Q2 2022, filed 13 Jul 2022.