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

Apriem Advisors’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	-151,749	Closed	-$1.77M	–	123
2020 Q1	$1.77M	Sell	151,749 -95,994	-39%	-$1.3M	0.43%	40
2019 Q4	$3.46M	Sell	247,743 -10,419	-4%	-$142K	0.66%	28
2019 Q3	$3.52M	Sell	258,162 -17,867	-6%	-$240K	0.78%	30
2019 Q2	$3.58M	Sell	276,029 -14,691	-5%	-$186K	1.12%	25
2019 Q1	$3.61M	Buy	290,720 +17,860	+7%	+$214K	0.95%	26
2018 Q4	$3.05M	Buy	272,860 +66,520	+32%	+$779K	1.07%	23
2018 Q3	$2.53M	Buy	+206,340	New	+$2.53M	0.55%	32

Other funds holding BTZ

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

SIA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

KIM

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

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

Apriem Advisors's BTZ Position: Q2 2020 in Review

Apriem Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2020, closing a stake of 151,749 shares — an estimated $1.77M sold.

Apriem Advisors first reported a position in BTZ in Q3 2018 and held it in 7 quarters. The position peaked at $3.61M in Q1 2019. 128 funds tracked by Wall St. Rank hold BTZ as of Q2 2020.

Apriem Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2020 after selling out during the quarter.
Apriem Advisors sold 151,749 BlackRock Credit Allocation Income Trust shares in Q2 2020, an estimated $1.77M.
Apriem Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q3 2018 and held it in 7 quarters.
Apriem Advisors's BlackRock Credit Allocation Income Trust position peaked at $3.61M in Q1 2019.
128 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2020.

Based on Apriem Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.