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Archford Capital Strategies’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Archford Capital Strategies’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
2016
Q1 		– Sell
-2,127
Closed -$28K – 236
2015
Q4 		$28K Buy
+2,127
New +$26.2K 0.01% 331

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KIM
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1CP
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OA
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Archford Capital Strategies's BTZ Position: Q1 2016 in Review

Archford Capital Strategies sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2016, closing a stake of 2,127 shares — an estimated $28K sold.

Archford Capital Strategies first reported a position in BTZ in Q4 2015 and held it in 1 quarter. The position peaked at $28K in Q4 2015. 113 funds tracked by Wall St. Rank hold BTZ as of Q1 2016.

  • Archford Capital Strategies reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 2,127 BlackRock Credit Allocation Income Trust shares in Q1 2016, an estimated $28K.
  • Archford Capital Strategies first reported a position in BlackRock Credit Allocation Income Trust in Q4 2015 and held it in 1 quarter.
  • Archford Capital Strategies's BlackRock Credit Allocation Income Trust position peaked at $28K in Q4 2015.
  • 113 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2016.

Based on Archford Capital Strategies's 13F filing for Q1 2016, filed 10 May 2016.