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

JFS Wealth 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
2018 Q2	–	Sell	-10,000	Closed	-$127K	–	470
2018 Q1	$127K	Hold	10,000	–	–	0.03%	176
2017 Q4	$133K	Hold	10,000	–	–	0.03%	172
2017 Q3	$136K	Buy	+10,000	New	+$134K	0.04%	165

Other funds holding BTZ

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

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

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

SAMC

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

JFS Wealth Advisors's BTZ Position: Q2 2018 in Review

JFS Wealth Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2018, closing a stake of 10,000 shares — an estimated $127K sold.

JFS Wealth Advisors first reported a position in BTZ in Q3 2017 and held it in 3 quarters. The position peaked at $136K in Q3 2017. 128 funds tracked by Wall St. Rank hold BTZ as of Q2 2018.

JFS Wealth Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2018 after selling out during the quarter.
JFS Wealth Advisors sold 10,000 BlackRock Credit Allocation Income Trust shares in Q2 2018, an estimated $127K.
JFS Wealth Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q3 2017 and held it in 3 quarters.
JFS Wealth Advisors's BlackRock Credit Allocation Income Trust position peaked at $136K in Q3 2017.
128 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2018.

Based on JFS Wealth Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.