SIA
ECAT icon

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

SkyView Investment Advisors’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
2023
Q4 		– Sell
-20,000
Closed -$296K – 254
2023
Q3 		$296K Hold
20,000
– – 0.12% 219
2023
Q2 		$313K Hold
20,000
– – 0.08% 312
2023
Q1 		$312K Buy
+20,000
New +$292K 0.07% 304

Other funds holding ECAT

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

SkyView Investment Advisors sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q4 2023, closing a stake of 20,000 shares — an estimated $296K sold.

SkyView Investment Advisors first reported a position in ECAT in Q1 2023 and held it in 3 quarters. The position peaked at $313K in Q2 2023. 74 funds tracked by Wall St. Rank hold ECAT as of Q4 2023.

  • SkyView Investment Advisors reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q4 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 20,000 BlackRock ESG Capital Allocation Term Trust shares in Q4 2023, an estimated $296K.
  • SkyView Investment Advisors first reported a position in BlackRock ESG Capital Allocation Term Trust in Q1 2023 and held it in 3 quarters.
  • SkyView Investment Advisors's BlackRock ESG Capital Allocation Term Trust position peaked at $313K in Q2 2023.
  • 74 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q4 2023.

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