B. Riley Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

B. Riley Wealth 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
2020 Q4	–	Sell	-10,383	Closed	-$148K	–	400
2020 Q3	$148K	Buy	+10,383	New	+$145K	0.02%	382
2015 Q3	–	Sell	-700	Closed	-$8K	–	217
2015 Q2	$8K	Hold	700	–	–	0.01%	778
2015 Q1	$9K	Hold	700	–	–	0.01%	767
2014 Q4	$9K	Hold	700	–	–	0.01%	749
2014 Q3	$9K	Hold	700	–	–	0.01%	787
2014 Q2	$9K	Hold	700	–	–	0.01%	842
2014 Q1	$9K	Buy	+700	New	+$9.26K	0.01%	784

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Management's BTZ Position: Q4 2020 in Review

B. Riley Wealth Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2020, closing a stake of 10,383 shares — an estimated $148K sold.

B. Riley Wealth Management first reported a position in BTZ in Q1 2014 and held it in 7 quarters. The position peaked at $148K in Q3 2020. 136 funds tracked by Wall St. Rank hold BTZ as of Q4 2020.

B. Riley Wealth Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2020 after selling out during the quarter.
B. Riley Wealth Management sold 10,383 BlackRock Credit Allocation Income Trust shares in Q4 2020, an estimated $148K.
B. Riley Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q1 2014 and held it in 7 quarters.
B. Riley Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $148K in Q3 2020.
136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2020.

Based on B. Riley Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.