First New York Securities’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

First New York Securities’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
2013 Q3	–	Sell	-25,916	Closed	-$336K	–	364
2013 Q2	$336K	Buy	+25,916	New	+$359K	0.2%	127

Other funds holding BTZ

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

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

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return