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Sugarloaf Wealth Management’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Sugarloaf Wealth Management’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
2024
Q1 		– Sell
-825
Closed -$13.3K – 690
2023
Q4 		$13.3K Buy
+825
New +$12.6K ﹤0.01% 454

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RCM
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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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Sugarloaf Wealth Management's ECAT Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q1 2024, closing a stake of 825 shares — an estimated $13.3K sold.

Sugarloaf Wealth Management first reported a position in ECAT in Q4 2023 and held it in 1 quarter. The position peaked at $13.3K in Q4 2023. 71 funds tracked by Wall St. Rank hold ECAT as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 825 BlackRock ESG Capital Allocation Term Trust shares in Q1 2024, an estimated $13.3K.
  • Sugarloaf Wealth Management first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2023 and held it in 1 quarter.
  • Sugarloaf Wealth Management's BlackRock ESG Capital Allocation Term Trust position peaked at $13.3K in Q4 2023.
  • 71 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.