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SkyView Investment Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

SkyView Investment Advisors’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
Q4 		– Sell
-22,368
Closed -$324K – 190
2023
Q3 		$324K Hold
22,368
– – 0.13% 209
2023
Q2 		$341K Hold
22,368
– – 0.09% 289
2023
Q1 		$339K Buy
+22,368
New +$331K 0.08% 282

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SkyView Investment Advisors's BCAT Position: Q4 2023 in Review

SkyView Investment Advisors sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q4 2023, closing a stake of 22,368 shares — an estimated $324K sold.

SkyView Investment Advisors first reported a position in BCAT in Q1 2023 and held it in 3 quarters. The position peaked at $341K in Q2 2023. 86 funds tracked by Wall St. Rank hold BCAT as of Q4 2023.

  • SkyView Investment Advisors reported no remaining BlackRock Capital Allocation Term Trust position as of Q4 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 22,368 BlackRock Capital Allocation Term Trust shares in Q4 2023, an estimated $324K.
  • SkyView Investment Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q1 2023 and held it in 3 quarters.
  • SkyView Investment Advisors's BlackRock Capital Allocation Term Trust position peaked at $341K in Q2 2023.
  • 86 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.