TWP
BCAT icon

TFO Wealth Partners’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

TFO Wealth Partners’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
2021
Q1 		– Sell
-2,500
Closed -$54K – 165
2020
Q4 		$54K Buy
+2,500
New +$53K 0.02% 47

Other funds holding BCAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

TFO Wealth Partners's BCAT Position: Q1 2021 in Review

TFO Wealth Partners sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q1 2021, closing a stake of 2,500 shares — an estimated $54K sold.

TFO Wealth Partners first reported a position in BCAT in Q4 2020 and held it in 1 quarter. The position peaked at $54K in Q4 2020. 27 funds tracked by Wall St. Rank hold BCAT as of Q1 2021.

  • TFO Wealth Partners reported no remaining BlackRock Capital Allocation Term Trust position as of Q1 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 2,500 BlackRock Capital Allocation Term Trust shares in Q1 2021, an estimated $54K.
  • TFO Wealth Partners first reported a position in BlackRock Capital Allocation Term Trust in Q4 2020 and held it in 1 quarter.
  • TFO Wealth Partners's BlackRock Capital Allocation Term Trust position peaked at $54K in Q4 2020.
  • 27 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2021.

Based on TFO Wealth Partners's 13F filing for Q1 2021, filed 22 Apr 2021.