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Ameritas Investment Company’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-5,790
Closed -$68K – 487
2020
Q1 		$68K Sell
5,790
-480
-8% -$6.49K 0.01% 600
2019
Q4 		$88K Hold
6,270
– – 0.02% 484
2019
Q3 		$85K Buy
+6,270
New +$84.3K 0.02% 519
2019
Q1 		– Sell
-6,020
Closed -$67K – 1090
2018
Q4 		$67K Buy
+6,020
New +$70.5K 0.01% 512

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Bank of America
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GC
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Ameritas Investment Company's BTZ Position: Q2 2020 in Review

Ameritas Investment Company sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2020, closing a stake of 5,790 shares — an estimated $68K sold.

Ameritas Investment Company first reported a position in BTZ in Q4 2018 and held it in 4 quarters. The position peaked at $88K in Q4 2019. 128 funds tracked by Wall St. Rank hold BTZ as of Q2 2020.

  • Ameritas Investment Company reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Company sold 5,790 BlackRock Credit Allocation Income Trust shares in Q2 2020, an estimated $68K.
  • Ameritas Investment Company first reported a position in BlackRock Credit Allocation Income Trust in Q4 2018 and held it in 4 quarters.
  • Ameritas Investment Company's BlackRock Credit Allocation Income Trust position peaked at $88K in Q4 2019.
  • 128 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.