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MassMutual Private Wealth & Trust’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

MassMutual Private Wealth & Trust’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
2014
Q4 		– Sell
-4
Closed -$53 – 617
2014
Q3 		$53 Hold
4
– – ﹤0.01% 787
2014
Q2 		$55 Buy
+4
New +$55 ﹤0.01% 536

Other funds holding BTZ

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RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MassMutual Private Wealth & Trust's BTZ Position: Q4 2014 in Review

MassMutual Private Wealth & Trust sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2014, closing a stake of 4 shares — an estimated $53 sold.

MassMutual Private Wealth & Trust first reported a position in BTZ in Q2 2014 and held it in 2 quarters. The position peaked at $55 in Q2 2014. 110 funds tracked by Wall St. Rank hold BTZ as of Q4 2014.

  • MassMutual Private Wealth & Trust reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2014 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 4 BlackRock Credit Allocation Income Trust shares in Q4 2014, an estimated $53.
  • MassMutual Private Wealth & Trust first reported a position in BlackRock Credit Allocation Income Trust in Q2 2014 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's BlackRock Credit Allocation Income Trust position peaked at $55 in Q2 2014.
  • 110 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2014.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2014, filed 5 Feb 2015.