Ken Fisher
BTZ icon

Ken Fisher’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Ken Fisher’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
2019
Q1 		– Sell
-18,383
Closed -$206K – 805
2018
Q4 		$206K Buy
+18,383
New +$215K ﹤0.01% 767

Other funds holding BTZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Ken Fisher's BTZ Position: Q1 2019 in Review

Ken Fisher sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2019, closing a stake of 18,383 shares — an estimated $206K sold.

Ken Fisher first reported a position in BTZ in Q4 2018 and held it in 1 quarter. The position peaked at $206K in Q4 2018. 128 funds tracked by Wall St. Rank hold BTZ as of Q1 2019.

  • Ken Fisher reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2019 after selling out during the quarter.
  • Ken Fisher sold 18,383 BlackRock Credit Allocation Income Trust shares in Q1 2019, an estimated $206K.
  • Ken Fisher first reported a position in BlackRock Credit Allocation Income Trust in Q4 2018 and held it in 1 quarter.
  • Ken Fisher's BlackRock Credit Allocation Income Trust position peaked at $206K in Q4 2018.
  • 128 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2019.

Based on Fisher Asset Management's 13F filing for Q1 2019, filed 22 Apr 2019.