Lee Financial’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Lee Financial’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	-373	Closed	-$4K	–	515
2018 Q4	$4K	Hold	373	–	–	﹤0.01%	374
2018 Q3	$5K	Buy	+373	New	+$4.57K	﹤0.01%	400

Other funds holding BTZ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Lee Financial's BTZ Position: Q1 2019 in Review

Lee Financial sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2019, closing a stake of 373 shares — an estimated $4K sold.

Lee Financial first reported a position in BTZ in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 128 funds tracked by Wall St. Rank hold BTZ as of Q1 2019.

Lee Financial reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2019 after selling out during the quarter.
Lee Financial sold 373 BlackRock Credit Allocation Income Trust shares in Q1 2019, an estimated $4K.
Lee Financial first reported a position in BlackRock Credit Allocation Income Trust in Q3 2018 and held it in 2 quarters.
Lee Financial's BlackRock Credit Allocation Income Trust position peaked at $5K in Q3 2018.
128 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2019.

Based on Lee Financial's 13F filing for Q1 2019, filed 30 Apr 2019.