Investors Capital Advisory Services’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Investors Capital Advisory Services’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 Q4	–	Sell	-12,837	Closed	-$167K	–	653
2013 Q3	$167K	Buy	+12,837	New	+$162K	0.04%	486

Other funds holding BTZ

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

RVP

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

RCM

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

SCM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SAMC

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

Investors Capital Advisory Services's BTZ Position: Q4 2013 in Review

Investors Capital Advisory Services sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2013, closing a stake of 12,837 shares — an estimated $167K sold.

Investors Capital Advisory Services first reported a position in BTZ in Q3 2013 and held it in 1 quarter. The position peaked at $167K in Q3 2013. 92 funds tracked by Wall St. Rank hold BTZ as of Q4 2013.

Investors Capital Advisory Services reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2013 after selling out during the quarter.
Investors Capital Advisory Services sold 12,837 BlackRock Credit Allocation Income Trust shares in Q4 2013, an estimated $167K.
Investors Capital Advisory Services first reported a position in BlackRock Credit Allocation Income Trust in Q3 2013 and held it in 1 quarter.
Investors Capital Advisory Services's BlackRock Credit Allocation Income Trust position peaked at $167K in Q3 2013.
92 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2013.

Based on Investors Capital Advisory Services's 13F filing for Q4 2013, filed 13 Feb 2014.