MWM
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MBE Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-3,546
Closed -$41K – 110
2020
Q1 		$41K Buy
+3,546
New +$47.9K 0.04% 143

Other funds holding BTZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MBE Wealth Management's BTZ Position: Q2 2020 in Review

MBE Wealth Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2020, closing a stake of 3,546 shares — an estimated $41K sold.

MBE Wealth Management first reported a position in BTZ in Q1 2020 and held it in 1 quarter. The position peaked at $41K in Q1 2020. 128 funds tracked by Wall St. Rank hold BTZ as of Q2 2020.

  • MBE Wealth Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 3,546 BlackRock Credit Allocation Income Trust shares in Q2 2020, an estimated $41K.
  • MBE Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $41K in Q1 2020.
  • 128 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.