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

Berman Capital 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
Q4 		– Sell
-2,642
Closed -$37K – 1677
2020
Q3 		$37K Buy
+2,642
New +$36.8K 0.01% 419

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berman Capital Advisors's BTZ Position: Q4 2020 in Review

Berman Capital Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2020, closing a stake of 2,642 shares — an estimated $37K sold.

Berman Capital Advisors first reported a position in BTZ in Q3 2020 and held it in 1 quarter. The position peaked at $37K in Q3 2020. 136 funds tracked by Wall St. Rank hold BTZ as of Q4 2020.

  • Berman Capital Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 2,642 BlackRock Credit Allocation Income Trust shares in Q4 2020, an estimated $37K.
  • Berman Capital Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q3 2020 and held it in 1 quarter.
  • Berman Capital Advisors's BlackRock Credit Allocation Income Trust position peaked at $37K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.