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

Tiedemann 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
2021 Q3	–	Sell	-25,000	Closed	-$547K	–	306
2021 Q2	$547K	Hold	25,000	–	–	0.02%	226
2021 Q1	$513K	Hold	25,000	–	–	0.02%	210
2020 Q4	$544K	Hold	25,000	–	–	0.03%	201
2020 Q3	$512K	Buy	+25,000	New	+$505K	0.02%	226

Other funds holding BCAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tiedemann Advisors's BCAT Position: Q3 2021 in Review

Tiedemann Advisors sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q3 2021, closing a stake of 25,000 shares — an estimated $547K sold.

Tiedemann Advisors first reported a position in BCAT in Q3 2020 and held it in 4 quarters. The position peaked at $547K in Q2 2021. 38 funds tracked by Wall St. Rank hold BCAT as of Q3 2021.

Tiedemann Advisors reported no remaining BlackRock Capital Allocation Term Trust position as of Q3 2021 after selling out during the quarter.
Tiedemann Advisors sold 25,000 BlackRock Capital Allocation Term Trust shares in Q3 2021, an estimated $547K.
Tiedemann Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q3 2020 and held it in 4 quarters.
Tiedemann Advisors's BlackRock Capital Allocation Term Trust position peaked at $547K in Q2 2021.
38 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.