TA
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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
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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.