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

Harborview 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
2021 Q2	–	Sell	-11,177	Closed	-$164K	–	104
2021 Q1	$164K	Buy	11,177 +402	+4%	+$5.93K	0.1%	97
2020 Q4	$159K	Buy	10,775 +318	+3%	+$4.57K	0.11%	93
2020 Q3	$149K	Buy	+10,457	New	+$146K	0.11%	88
2019 Q2	–	Sell	-13,400	Closed	-$166K	–	84
2019 Q1	$166K	Buy	+13,400	New	+$161K	0.14%	78
2018 Q3	–	Sell	-10,870	Closed	-$131K	–	68
2018 Q2	$131K	Sell	10,870 -5,400	-33%	-$67K	0.12%	70
2018 Q1	$206K	Sell	16,270 -5,200	-24%	-$66.8K	0.2%	66
2017 Q4	$286K	Buy	+21,470	New	+$287K	0.27%	49

Other funds holding BTZ

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

SIA

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

PPA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Harborview Advisors's BTZ Position: Q2 2021 in Review

Harborview Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2021, closing a stake of 11,177 shares — an estimated $164K sold.

Harborview Advisors first reported a position in BTZ in Q4 2017 and held it in 7 quarters. The position peaked at $286K in Q4 2017. 134 funds tracked by Wall St. Rank hold BTZ as of Q2 2021.

Harborview Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2021 after selling out during the quarter.
Harborview Advisors sold 11,177 BlackRock Credit Allocation Income Trust shares in Q2 2021, an estimated $164K.
Harborview Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2017 and held it in 7 quarters.
Harborview Advisors's BlackRock Credit Allocation Income Trust position peaked at $286K in Q4 2017.
134 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2021.

Based on Harborview Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.