FGC
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Financial Gravity Companies’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Financial Gravity Companies’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
2018
Q1 		– Sell
-54
Closed -$1K – 1410
2017
Q4 		$1K Buy
+54
New +$721 ﹤0.01% 1059

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SAMC
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Financial Gravity Companies's BTZ Position: Q1 2018 in Review

Financial Gravity Companies sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2018, closing a stake of 54 shares — an estimated $1K sold.

Financial Gravity Companies first reported a position in BTZ in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 125 funds tracked by Wall St. Rank hold BTZ as of Q1 2018.

  • Financial Gravity Companies reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 54 BlackRock Credit Allocation Income Trust shares in Q1 2018, an estimated $1K.
  • Financial Gravity Companies first reported a position in BlackRock Credit Allocation Income Trust in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's BlackRock Credit Allocation Income Trust position peaked at $1K in Q4 2017.
  • 125 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.