KIG
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Kowal Investment Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Kowal Investment Group’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
Q4 		– Sell
-3,818
Closed -$58K – 241
2021
Q3 		$58K Buy
+3,818
New +$59.2K 0.02% 223

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Kowal Investment Group's BTZ Position: Q4 2021 in Review

Kowal Investment Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2021, closing a stake of 3,818 shares — an estimated $58K sold.

Kowal Investment Group first reported a position in BTZ in Q3 2021 and held it in 1 quarter. The position peaked at $58K in Q3 2021. 136 funds tracked by Wall St. Rank hold BTZ as of Q4 2021.

  • Kowal Investment Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 3,818 BlackRock Credit Allocation Income Trust shares in Q4 2021, an estimated $58K.
  • Kowal Investment Group first reported a position in BlackRock Credit Allocation Income Trust in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's BlackRock Credit Allocation Income Trust position peaked at $58K in Q3 2021.
  • 136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.