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

Bay Colony 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
Q1 		– Sell
-18,547
Closed -$265K – 176
2019
Q4 		$265K Sell
18,547
-103
-0.6% -$1.4K 0.17% 195
2019
Q3 		$254K Buy
18,650
+3,855
+26% +$51.8K 0.17% 198
2019
Q2 		$192K Buy
+14,795
New +$188K 0.12% 202

Other funds holding BTZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bay Colony Advisors's BTZ Position: Q1 2020 in Review

Bay Colony Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2020, closing a stake of 18,547 shares — an estimated $265K sold.

Bay Colony Advisors first reported a position in BTZ in Q2 2019 and held it in 3 quarters. The position peaked at $265K in Q4 2019. 132 funds tracked by Wall St. Rank hold BTZ as of Q1 2020.

  • Bay Colony Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2020 after selling out during the quarter.
  • Bay Colony Advisors sold 18,547 BlackRock Credit Allocation Income Trust shares in Q1 2020, an estimated $265K.
  • Bay Colony Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2019 and held it in 3 quarters.
  • Bay Colony Advisors's BlackRock Credit Allocation Income Trust position peaked at $265K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2020.

Based on Bay Colony Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.