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Money Concepts Capital’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Money Concepts 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
2023
Q1 		– Sell
-300
Closed -$4.16K – 682
2022
Q4 		$4.16K Sell
300
-418
-58% -$5.9K ﹤0.01% 2426
2022
Q3 		$10K Hold
718
– – ﹤0.01% 1044
2022
Q2 		$11K Buy
718
+418
+139% +$6.45K ﹤0.01% 1004
2022
Q1 		$5K Buy
+300
New +$5.27K ﹤0.01% 2182

Other funds holding BCAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Money Concepts Capital's BCAT Position: Q1 2023 in Review

Money Concepts Capital sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q1 2023, closing a stake of 300 shares — an estimated $4.16K sold.

Money Concepts Capital first reported a position in BCAT in Q1 2022 and held it in 4 quarters. The position peaked at $11K in Q2 2022. 72 funds tracked by Wall St. Rank hold BCAT as of Q1 2023.

  • Money Concepts Capital reported no remaining BlackRock Capital Allocation Term Trust position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 300 BlackRock Capital Allocation Term Trust shares in Q1 2023, an estimated $4.16K.
  • Money Concepts Capital first reported a position in BlackRock Capital Allocation Term Trust in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's BlackRock Capital Allocation Term Trust position peaked at $11K in Q2 2022.
  • 72 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.