Advocacy Wealth Management Services’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Advocacy Wealth Management Services’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
2019 Q1	–	Sell	-3,000	Closed	-$34K	–	135
2018 Q4	$34K	Hold	3,000	–	–	0.03%	49
2018 Q3	$37K	Hold	3,000	–	–	0.02%	53
2018 Q2	$36K	Hold	3,000	–	–	0.02%	50
2018 Q1	$38K	Hold	3,000	–	–	0.03%	48
2017 Q4	$40K	Sell	3,000 -3,105	-51%	-$41.5K	0.03%	60
2017 Q3	$83K	Sell	6,105 -366,698	-98%	-$4.93M	0.03%	49
2017 Q2	$5.01M	Sell	372,803 -206,687	-36%	-$2.76M	1.8%	20
2017 Q1	$7.63M	Sell	579,490 -179,263	-24%	-$2.33M	2.66%	18
2016 Q4	$9.84M	Buy	758,753 +63,057	+9%	+$800K	2.95%	10
2016 Q3	$9.29M	Buy	695,696 +230,856	+50%	+$3.08M	3.6%	12
2016 Q2	$6.05M	Buy	464,840 +222,529	+92%	+$2.83M	3.05%	15
2016 Q1	$3.03M	Buy	242,311 +194,910	+411%	+$2.36M	2.11%	17
2015 Q4	$585K	Buy	+47,401	New	+$584K	0.66%	42

Other funds holding BTZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Advocacy Wealth Management Services's BTZ Position: Q1 2019 in Review

Advocacy Wealth Management Services sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2019, closing a stake of 3,000 shares — an estimated $34K sold.

Advocacy Wealth Management Services first reported a position in BTZ in Q4 2015 and held it in 13 quarters. The position peaked at $9.84M in Q4 2016. 128 funds tracked by Wall St. Rank hold BTZ as of Q1 2019.

Advocacy Wealth Management Services reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 3,000 BlackRock Credit Allocation Income Trust shares in Q1 2019, an estimated $34K.
Advocacy Wealth Management Services first reported a position in BlackRock Credit Allocation Income Trust in Q4 2015 and held it in 13 quarters.
Advocacy Wealth Management Services's BlackRock Credit Allocation Income Trust position peaked at $9.84M in Q4 2016.
128 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2019, filed 2 Apr 2019.