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Naviter Wealth’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Naviter Wealth’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
-11,575
Closed -$173K – 197
2022
Q4 		$173K Buy
+11,575
New +$163K 0.05% 184

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

Naviter Wealth's BCAT Position: Q1 2023 in Review

Naviter Wealth sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q1 2023, closing a stake of 11,575 shares — an estimated $173K sold.

Naviter Wealth first reported a position in BCAT in Q4 2022 and held it in 1 quarter. The position peaked at $173K in Q4 2022. 72 funds tracked by Wall St. Rank hold BCAT as of Q1 2023.

  • Naviter Wealth reported no remaining BlackRock Capital Allocation Term Trust position as of Q1 2023 after selling out during the quarter.
  • Naviter Wealth sold 11,575 BlackRock Capital Allocation Term Trust shares in Q1 2023, an estimated $173K.
  • Naviter Wealth first reported a position in BlackRock Capital Allocation Term Trust in Q4 2022 and held it in 1 quarter.
  • Naviter Wealth's BlackRock Capital Allocation Term Trust position peaked at $173K in Q4 2022.
  • 72 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2023.

Based on Naviter Wealth's 13F filing for Q1 2023, filed 12 Apr 2023.