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Blackrock Capital Allocation Trust shares owned by CI Private Wealth

Quarter-by-quarter ownership of Blackrock Capital Allocation Trust (BCAT) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Capital Allocation Trust held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Capital Allocation Trust by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $303k 18k 16.45
2024-06-30 $660k 40k 16.41
2024-03-31 $791k 49k 16.32

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View all positions for CI Private Wealth

Top funds holding Blackrock Capital Allocation Trust

Rivernorth Capital Management
Invesco
Bank of America Corporation
Penserra Capital Management
Pathstone Holdings
Wells Fargo & Company
Thomas J. Herzfeld Advisors
Commonwealth Equity Services
Advisors Asset Management
Karpus Investment Management
Sanctuary Advisors
Cambridge Investment Research Advisors
Raymond James & Associates
First Trust Advisors
Royal Bank of Canada

View all funds holding Blackrock Capital Allocation Trust