Parametric Portfolio Associates’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Parametric Portfolio Associates’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	$15.2M	Buy	+912,778	New	+$15.4M	0.01%	1119

Other funds holding ECAT

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Parametric Portfolio Associates's ECAT Position: Q1 2022 in Review

Parametric Portfolio Associates opened a new position in BlackRock ESG Capital Allocation Term Trust (ECAT) in Q1 2022: 912,778 shares worth $15.2M. The stake represents 0.01% of the portfolio and ranks #1119 among its holdings.

37 funds tracked by Wall St. Rank hold ECAT as of Q1 2022.

Parametric Portfolio Associates held 912,778 shares of BlackRock ESG Capital Allocation Term Trust worth $15.2M as of Q1 2022.
BlackRock ESG Capital Allocation Term Trust was a new Parametric Portfolio Associates position in Q1 2022.
BlackRock ESG Capital Allocation Term Trust made up 0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #1119 holding.
37 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.