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Advisors Preferred’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Advisors Preferred’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
2014
Q3 		– Sell
-13,056
Closed -$180K – 225
2014
Q2 		$180K Sell
13,056
-1,655
-11% -$22.6K 0.09% 77
2014
Q1 		$199K Buy
14,711
+7,859
+115% +$104K 0.09% 161
2013
Q4 		$89K Buy
+6,852
New +$87.7K 0.05% 143

Other funds holding BTZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Advisors Preferred's BTZ Position: Q3 2014 in Review

Advisors Preferred sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2014, closing a stake of 13,056 shares — an estimated $180K sold.

Advisors Preferred first reported a position in BTZ in Q4 2013 and held it in 3 quarters. The position peaked at $199K in Q1 2014. 103 funds tracked by Wall St. Rank hold BTZ as of Q3 2014.

  • Advisors Preferred reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2014 after selling out during the quarter.
  • Advisors Preferred sold 13,056 BlackRock Credit Allocation Income Trust shares in Q3 2014, an estimated $180K.
  • Advisors Preferred first reported a position in BlackRock Credit Allocation Income Trust in Q4 2013 and held it in 3 quarters.
  • Advisors Preferred's BlackRock Credit Allocation Income Trust position peaked at $199K in Q1 2014.
  • 103 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2014.

Based on Advisors Preferred's 13F filing for Q3 2014, filed 12 Nov 2014.