Dynamic Advisor Solutions’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Dynamic Advisor Solutions’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 Q2	–	Sell	-16,910	Closed	-$197K	–	558
2020 Q1	$197K	Sell	16,910 -1,794	-10%	-$24.3K	0.04%	413
2019 Q4	$261K	Sell	18,704 -574	-3%	-$7.83K	0.04%	442
2019 Q3	$263K	Sell	19,278 -96	-0.5%	-$1.29K	0.04%	400
2019 Q2	$251K	Sell	19,374 -9,499	-33%	-$121K	0.04%	406
2019 Q1	$358K	Buy	28,873 +10,966	+61%	+$131K	0.07%	274
2018 Q4	$211K	Buy	17,907 +212	+1%	+$2.48K	0.04%	344
2018 Q3	$217K	Sell	17,695 -400	-2%	-$4.9K	0.05%	357
2018 Q2	$219K	Hold	18,095	–	–	0.05%	355
2018 Q1	$229K	Buy	18,095 +2,885	+19%	+$37.1K	0.06%	306
2017 Q4	$203K	Buy	15,210 +370	+2%	+$4.94K	0.07%	236
2017 Q3	$201K	Buy	+14,840	New	+$199K	0.08%	211

Other funds holding BTZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dynamic Advisor Solutions's BTZ Position: Q2 2020 in Review

Dynamic Advisor Solutions sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2020, closing a stake of 16,910 shares — an estimated $197K sold.

Dynamic Advisor Solutions first reported a position in BTZ in Q3 2017 and held it in 11 quarters. The position peaked at $358K in Q1 2019. 128 funds tracked by Wall St. Rank hold BTZ as of Q2 2020.

Dynamic Advisor Solutions reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2020 after selling out during the quarter.
Dynamic Advisor Solutions sold 16,910 BlackRock Credit Allocation Income Trust shares in Q2 2020, an estimated $197K.
Dynamic Advisor Solutions first reported a position in BlackRock Credit Allocation Income Trust in Q3 2017 and held it in 11 quarters.
Dynamic Advisor Solutions's BlackRock Credit Allocation Income Trust position peaked at $358K in Q1 2019.
128 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2020, filed 5 Aug 2020.