CI
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CX Institutional’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

CX Institutional’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
2022
Q3 		– Sell
-1,691
Closed -$18K – 543
2022
Q2 		$18K Buy
+1,691
New +$19.3K ﹤0.01% 858
2021
Q4 		– Sell
-1,691
Closed -$26K – 402
2021
Q3 		$26K Hold
1,691
– – ﹤0.01% 697
2021
Q2 		$26K Buy
+1,691
New +$25.3K ﹤0.01% 685

Other funds holding BTZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

CX Institutional's BTZ Position: Q3 2022 in Review

CX Institutional sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2022, closing a stake of 1,691 shares — an estimated $18K sold.

CX Institutional first reported a position in BTZ in Q2 2021 and held it in 3 quarters. The position peaked at $26K in Q3 2021. 147 funds tracked by Wall St. Rank hold BTZ as of Q3 2022.

  • CX Institutional reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 1,691 BlackRock Credit Allocation Income Trust shares in Q3 2022, an estimated $18K.
  • CX Institutional first reported a position in BlackRock Credit Allocation Income Trust in Q2 2021 and held it in 3 quarters.
  • CX Institutional's BlackRock Credit Allocation Income Trust position peaked at $26K in Q3 2021.
  • 147 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.