Girard Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Girard Partners’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 Q4	–	Sell	-1,500	Closed	-$18K	–	316
2018 Q3	$18K	Buy	+1,500	New	+$18.4K	﹤0.01%	617

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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

RVPG

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

FIMG

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

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

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

Girard Partners's BTZ Position: Q4 2018 in Review

Girard Partners sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2018, closing a stake of 1,500 shares — an estimated $18K sold.

Girard Partners first reported a position in BTZ in Q3 2018 and held it in 1 quarter. The position peaked at $18K in Q3 2018. 131 funds tracked by Wall St. Rank hold BTZ as of Q4 2018.

Girard Partners reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 1,500 BlackRock Credit Allocation Income Trust shares in Q4 2018, an estimated $18K.
Girard Partners first reported a position in BlackRock Credit Allocation Income Trust in Q3 2018 and held it in 1 quarter.
Girard Partners's BlackRock Credit Allocation Income Trust position peaked at $18K in Q3 2018.
131 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.