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Diversified’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Diversified’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
2021
Q1 		– Sell
-1,585
Closed -$23K – 121
2020
Q4 		$23K Buy
+1,585
New +$22.8K 0.02% 238

Other funds holding BTZ

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Diversified's BTZ Position: Q1 2021 in Review

Diversified sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2021, closing a stake of 1,585 shares — an estimated $23K sold.

Diversified first reported a position in BTZ in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 133 funds tracked by Wall St. Rank hold BTZ as of Q1 2021.

  • Diversified reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2021 after selling out during the quarter.
  • Diversified sold 1,585 BlackRock Credit Allocation Income Trust shares in Q1 2021, an estimated $23K.
  • Diversified first reported a position in BlackRock Credit Allocation Income Trust in Q4 2020 and held it in 1 quarter.
  • Diversified's BlackRock Credit Allocation Income Trust position peaked at $23K in Q4 2020.
  • 133 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.