Anchor Investment Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Anchor Investment Management’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
2021 Q1	–	Sell	-500	Closed	-$7.36K	–	962
2020 Q4	$7.36K	Hold	500	–	–	﹤0.01%	706
2020 Q3	$7.11K	Hold	500	–	–	﹤0.01%	693
2020 Q2	$6.6K	Hold	500	–	–	﹤0.01%	671
2020 Q1	$5.83K	Hold	500	–	–	﹤0.01%	676
2019 Q4	$6.99K	Hold	500	–	–	﹤0.01%	675
2019 Q3	$6.81K	Hold	500	–	–	﹤0.01%	672
2019 Q2	$6.49K	Hold	500	–	–	﹤0.01%	665
2019 Q1	$6.21K	Hold	500	–	–	﹤0.01%	669
2018 Q4	$5.59K	Sell	500 -500	-50%	-$5.85K	﹤0.01%	683
2018 Q3	$12.2K	Hold	1,000	–	–	﹤0.01%	627
2018 Q2	$12.1K	Hold	1,000	–	–	﹤0.01%	635
2018 Q1	$12.7K	Hold	1,000	–	–	﹤0.01%	612
2017 Q4	$13.3K	Hold	1,000	–	–	﹤0.01%	604
2017 Q3	$13.6K	Hold	1,000	–	–	﹤0.01%	586
2017 Q2	$13.4K	Hold	1,000	–	–	﹤0.01%	534
2017 Q1	$13.2K	Hold	1,000	–	–	﹤0.01%	533
2016 Q4	$13K	Buy	+1,000	New	+$12.7K	﹤0.01%	516

Other funds holding BTZ

SIA

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

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

PPA

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Anchor Investment Management's BTZ Position: Q1 2021 in Review

Anchor Investment Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2021, closing a stake of 500 shares — an estimated $7.36K sold.

Anchor Investment Management first reported a position in BTZ in Q4 2016 and held it in 17 quarters. The position peaked at $13.6K in Q3 2017. 133 funds tracked by Wall St. Rank hold BTZ as of Q1 2021.

Anchor Investment Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2021 after selling out during the quarter.
Anchor Investment Management sold 500 BlackRock Credit Allocation Income Trust shares in Q1 2021, an estimated $7.36K.
Anchor Investment Management first reported a position in BlackRock Credit Allocation Income Trust in Q4 2016 and held it in 17 quarters.
Anchor Investment Management's BlackRock Credit Allocation Income Trust position peaked at $13.6K in Q3 2017.
133 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2021.

Based on Anchor Investment Management's 13F filing for Q1 2021, filed 2 Jan 2024.