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Richards, Merrill & Peterson’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Richards, Merrill & Peterson’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
-2,000
Closed -$30.3K – 499
2024
Q4 		$30.3K Buy
+2,000
New +$32.2K 0.02% 290

Other funds holding BCAT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Richards, Merrill & Peterson's BCAT Position: Q1 2025 in Review

Richards, Merrill & Peterson sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q1 2025, closing a stake of 2,000 shares — an estimated $30.3K sold.

Richards, Merrill & Peterson first reported a position in BCAT in Q4 2024 and held it in 1 quarter. The position peaked at $30.3K in Q4 2024. 92 funds tracked by Wall St. Rank hold BCAT as of Q1 2025.

  • Richards, Merrill & Peterson reported no remaining BlackRock Capital Allocation Term Trust position as of Q1 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 2,000 BlackRock Capital Allocation Term Trust shares in Q1 2025, an estimated $30.3K.
  • Richards, Merrill & Peterson first reported a position in BlackRock Capital Allocation Term Trust in Q4 2024 and held it in 1 quarter.
  • Richards, Merrill & Peterson's BlackRock Capital Allocation Term Trust position peaked at $30.3K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q1 2025, filed 7 May 2025.