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

Hoover Financial 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	$14K	Hold	880	–	–	﹤0.01%	434
2021 Q1	$13K	Hold	880	–	–	﹤0.01%	399
2020 Q4	$13K	Buy	+880	New	+$12.7K	﹤0.01%	381
2020 Q3	–	Sell	-880	Closed	-$12K	–	232
2020 Q2	$12K	Buy	+880	New	+$11.6K	﹤0.01%	325

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

Hoover Financial Advisors's BTZ Position: Q2 2021 in Review

Hoover Financial Advisors held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q2 2021 at 880 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Hoover Financial Advisors first reported a position in BTZ in Q2 2020 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold BTZ as of Q2 2021.

Hoover Financial Advisors held 880 shares of BlackRock Credit Allocation Income Trust worth $14K as of Q2 2021.
Hoover Financial Advisors left its BlackRock Credit Allocation Income Trust share count unchanged in Q2 2021.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #434 holding.
Hoover Financial Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2020 and has held it in 4 quarters since.
134 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.