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Cavalier Investments’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Cavalier Investments’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
2017
Q2 		– Sell
-73,392
Closed -$966K – 148
2017
Q1 		$966K Hold
73,392
– – 0.54% 42
2016
Q4 		$952K Hold
73,392
– – 0.61% 32
2016
Q3 		$980K Buy
+73,392
New +$978K 0.6% 42

Other funds holding BTZ

Wells Fargo
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Cavalier Investments's BTZ Position: Q2 2017 in Review

Cavalier Investments sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2017, closing a stake of 73,392 shares — an estimated $966K sold.

Cavalier Investments first reported a position in BTZ in Q3 2016 and held it in 3 quarters. The position peaked at $980K in Q3 2016. 115 funds tracked by Wall St. Rank hold BTZ as of Q2 2017.

  • Cavalier Investments reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2017 after selling out during the quarter.
  • Cavalier Investments sold 73,392 BlackRock Credit Allocation Income Trust shares in Q2 2017, an estimated $966K.
  • Cavalier Investments first reported a position in BlackRock Credit Allocation Income Trust in Q3 2016 and held it in 3 quarters.
  • Cavalier Investments's BlackRock Credit Allocation Income Trust position peaked at $980K in Q3 2016.
  • 115 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2017.

Based on Cavalier Investments's 13F filing for Q2 2017, filed 14 Aug 2017.