Fort Washington Investment Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Fort Washington Investment 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
2017 Q2	–	Hold	0	–	–	–	102
2017 Q1	–	Sell	-641,704	Closed	-$8.34M	–	103
2016 Q4	$8.32M	Buy	+641,704	New	+$8.15M	0.14%	95
2016 Q3	–	Hold	0	–	–	–	98
2016 Q2	–	Hold	0	–	–	–	96
2016 Q1	–	Sell	-321,704	Closed	-$3.89M	–	98
2015 Q4	$3.97M	Buy	+321,704	New	+$3.96M	0.08%	149

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

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

KIM

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

RCM

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

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

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

SAMC

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

Fort Washington Investment Advisors's BTZ Position: Q2 2017 in Review

Fort Washington Investment Advisors held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q2 2017 at 0 shares worth $8.63M. The position accounts for 0.14% of the portfolio, ranked #102.

Fort Washington Investment Advisors first reported a position in BTZ in Q4 2015 and has held it in 2 quarters since. The position peaked at $8.32M in Q4 2016. 115 funds tracked by Wall St. Rank hold BTZ as of Q2 2017.

Fort Washington Investment Advisors held 0 shares of BlackRock Credit Allocation Income Trust worth $8.63M as of Q2 2017.
Fort Washington Investment Advisors left its BlackRock Credit Allocation Income Trust share count unchanged in Q2 2017.
BlackRock Credit Allocation Income Trust made up 0.14% of Fort Washington Investment Advisors's portfolio in Q2 2017, its #102 holding.
Fort Washington Investment Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2015 and has held it in 2 quarters since.
Fort Washington Investment Advisors's BlackRock Credit Allocation Income Trust position peaked at $8.32M in Q4 2016.
115 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2017.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.