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International Assets Investment Management’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

International Assets Investment Management’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
2021
Q2 		– Sell
-2,700
Closed -$59K – 629
2021
Q1 		$59K Hold
2,700
– – 0.01% 904
2020
Q4 		$59K Buy
+2,700
New +$57.2K 0.01% 790

Other funds holding BCAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

International Assets Investment Management's BCAT Position: Q2 2021 in Review

International Assets Investment Management sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q2 2021, closing a stake of 2,700 shares — an estimated $59K sold.

International Assets Investment Management first reported a position in BCAT in Q4 2020 and held it in 2 quarters. The position peaked at $59K in Q1 2021. 34 funds tracked by Wall St. Rank hold BCAT as of Q2 2021.

  • International Assets Investment Management reported no remaining BlackRock Capital Allocation Term Trust position as of Q2 2021 after selling out during the quarter.
  • International Assets Investment Management sold 2,700 BlackRock Capital Allocation Term Trust shares in Q2 2021, an estimated $59K.
  • International Assets Investment Management first reported a position in BlackRock Capital Allocation Term Trust in Q4 2020 and held it in 2 quarters.
  • International Assets Investment Management's BlackRock Capital Allocation Term Trust position peaked at $59K in Q1 2021.
  • 34 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2021.

Based on International Assets Investment Management's 13F filing for Q2 2021, filed 14 Jul 2021.