MassMutual Private Wealth & Trust’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

MassMutual Private Wealth & Trust’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
2025 Q1	–	Sell	-7,382	Closed	-$112K	–	2367
2024 Q4	$112K	Buy	+7,382	New	+$119K	﹤0.01%	552
2021 Q2	–	Sell	-200	Closed	-$4K	–	1212
2021 Q1	$4K	Buy	+200	New	+$4.33K	﹤0.01%	746

Other funds holding BCAT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's BCAT Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q1 2025, closing a stake of 7,382 shares — an estimated $112K sold.

MassMutual Private Wealth & Trust first reported a position in BCAT in Q1 2021 and held it in 2 quarters. The position peaked at $112K in Q4 2024. 92 funds tracked by Wall St. Rank hold BCAT as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining BlackRock Capital Allocation Term Trust position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 7,382 BlackRock Capital Allocation Term Trust shares in Q1 2025, an estimated $112K.
MassMutual Private Wealth & Trust first reported a position in BlackRock Capital Allocation Term Trust in Q1 2021 and held it in 2 quarters.
MassMutual Private Wealth & Trust's BlackRock Capital Allocation Term Trust position peaked at $112K in Q4 2024.
92 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.