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

JBJ Investment 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
2020 Q1	–	Sell	-12,451	Closed	-$174K	–	49
2019 Q4	$174K	Hold	12,451	–	–	0.05%	54
2019 Q3	$170K	Hold	12,451	–	–	0.06%	50
2019 Q2	$161K	Hold	12,451	–	–	0.06%	49
2019 Q1	$155K	Buy	+12,451	New	+$149K	0.06%	46

Other funds holding BTZ

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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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

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

KIM

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

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

PPA

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

JBJ Investment Partners's BTZ Position: Q1 2020 in Review

JBJ Investment Partners sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2020, closing a stake of 12,451 shares — an estimated $174K sold.

JBJ Investment Partners first reported a position in BTZ in Q1 2019 and held it in 4 quarters. The position peaked at $174K in Q4 2019. 132 funds tracked by Wall St. Rank hold BTZ as of Q1 2020.

JBJ Investment Partners reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2020 after selling out during the quarter.
JBJ Investment Partners sold 12,451 BlackRock Credit Allocation Income Trust shares in Q1 2020, an estimated $174K.
JBJ Investment Partners first reported a position in BlackRock Credit Allocation Income Trust in Q1 2019 and held it in 4 quarters.
JBJ Investment Partners's BlackRock Credit Allocation Income Trust position peaked at $174K in Q4 2019.
132 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2020.

Based on JBJ Investment Partners's 13F filing for Q1 2020, filed 24 Apr 2020.