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Eagle Bay Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Eagle Bay 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
2023
Q4 		– Sell
-2,000
Closed -$19.4K – 847
2023
Q3 		$19.4K Hold
2,000
– – 0.01% 528
2023
Q2 		$20.3K Buy
+2,000
New +$20.6K 0.01% 528

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Eagle Bay Advisors's BTZ Position: Q4 2023 in Review

Eagle Bay Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2023, closing a stake of 2,000 shares — an estimated $19.4K sold.

Eagle Bay Advisors first reported a position in BTZ in Q2 2023 and held it in 2 quarters. The position peaked at $20.3K in Q2 2023. 149 funds tracked by Wall St. Rank hold BTZ as of Q4 2023.

  • Eagle Bay Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2023 after selling out during the quarter.
  • Eagle Bay Advisors sold 2,000 BlackRock Credit Allocation Income Trust shares in Q4 2023, an estimated $19.4K.
  • Eagle Bay Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2023 and held it in 2 quarters.
  • Eagle Bay Advisors's BlackRock Credit Allocation Income Trust position peaked at $20.3K in Q2 2023.
  • 149 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2023.

Based on Eagle Bay Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.