Advisornet Financial’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Advisornet Financial’s Portfolio BTZ Stock Details BTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-523	Closed	-$7K	–	1677
2020 Q3	$7K	Hold	523	–	–	﹤0.01%	1351
2020 Q2	$7K	Hold	523	–	–	﹤0.01%	1378
2020 Q1	$6K	Sell	523 -1,436	-73%	-$19.4K	﹤0.01%	1379
2019 Q4	$27K	Buy	1,959 +1,436	+275%	+$19.6K	﹤0.01%	1088
2019 Q3	$7K	Hold	523	–	–	﹤0.01%	1454
2019 Q2	$7K	Buy	+523	New	+$6.64K	﹤0.01%	1302
2018 Q3	–	Sell	-1,339	Closed	-$16K	–	1472
2018 Q2	$16K	Hold	1,339	–	–	﹤0.01%	997
2018 Q1	$17K	Buy	+1,339	New	+$17.2K	﹤0.01%	956

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

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

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PPA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

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

Advisornet Financial's BTZ Position: Q4 2020 in Review

Advisornet Financial sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2020, closing a stake of 523 shares — an estimated $7K sold.

Advisornet Financial first reported a position in BTZ in Q1 2018 and held it in 8 quarters. The position peaked at $27K in Q4 2019. 136 funds tracked by Wall St. Rank hold BTZ as of Q4 2020.

Advisornet Financial reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2020 after selling out during the quarter.
Advisornet Financial sold 523 BlackRock Credit Allocation Income Trust shares in Q4 2020, an estimated $7K.
Advisornet Financial first reported a position in BlackRock Credit Allocation Income Trust in Q1 2018 and held it in 8 quarters.
Advisornet Financial's BlackRock Credit Allocation Income Trust position peaked at $27K in Q4 2019.
136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2020.

Based on Advisornet Financial's 13F filing for Q4 2020, filed 4 Feb 2021.