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Moisand Fitzgerald Tamayo’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio ECAT Stock Details ECAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,500
Closed -$103K – 534
2021
Q4 		$103K Buy
+5,500
New +$106K 0.03% 108

Other funds holding ECAT

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moisand Fitzgerald Tamayo's ECAT Position: Q1 2022 in Review

Moisand Fitzgerald Tamayo sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q1 2022, closing a stake of 5,500 shares — an estimated $103K sold.

Moisand Fitzgerald Tamayo first reported a position in ECAT in Q4 2021 and held it in 1 quarter. The position peaked at $103K in Q4 2021. 37 funds tracked by Wall St. Rank hold ECAT as of Q1 2022.

  • Moisand Fitzgerald Tamayo reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q1 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 5,500 BlackRock ESG Capital Allocation Term Trust shares in Q1 2022, an estimated $103K.
  • Moisand Fitzgerald Tamayo first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2021 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's BlackRock ESG Capital Allocation Term Trust position peaked at $103K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2022, filed 29 Apr 2022.