Lindbrook Capital’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Lindbrook Capital’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 Q1	–	Sell	-5,307	Closed	-$103K	–	2477
2021 Q4	$103K	Buy	+5,307	New	+$103K	0.02%	482

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lindbrook Capital's BCAT Position: Q1 2022 in Review

Lindbrook Capital sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q1 2022, closing a stake of 5,307 shares — an estimated $103K sold.

Lindbrook Capital first reported a position in BCAT in Q4 2021 and held it in 1 quarter. The position peaked at $103K in Q4 2021. 62 funds tracked by Wall St. Rank hold BCAT as of Q1 2022.

Lindbrook Capital reported no remaining BlackRock Capital Allocation Term Trust position as of Q1 2022 after selling out during the quarter.
Lindbrook Capital sold 5,307 BlackRock Capital Allocation Term Trust shares in Q1 2022, an estimated $103K.
Lindbrook Capital first reported a position in BlackRock Capital Allocation Term Trust in Q4 2021 and held it in 1 quarter.
Lindbrook Capital's BlackRock Capital Allocation Term Trust position peaked at $103K in Q4 2021.
62 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2022.

Based on Lindbrook Capital's 13F filing for Q1 2022, filed 21 Apr 2022.