Mirador Capital Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Mirador Capital Partners’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
2023 Q3	–	Sell	-14,824	Closed	-$150K	–	187
2023 Q2	$150K	Sell	14,824 -10,989	-43%	-$113K	0.04%	181
2023 Q1	$266K	Sell	25,813 -1,399	-5%	-$14.9K	0.06%	160
2022 Q4	$275K	Sell	27,212 -1,063	-4%	-$10.8K	0.07%	159
2022 Q3	$270K	Sell	28,275 -2,822	-9%	-$31K	0.07%	169
2022 Q2	$339K	Sell	31,097 -4,751	-13%	-$54.2K	0.08%	151
2022 Q1	$450K	Sell	35,848 -1,716	-5%	-$22.6K	0.09%	143
2021 Q4	$565K	Sell	37,564 -2,728	-7%	-$41.2K	0.12%	129
2021 Q3	$610K	Buy	40,292 +2,406	+6%	+$37.3K	0.14%	122
2021 Q2	$591K	Buy	37,886 +6,331	+20%	+$94.6K	0.13%	122
2021 Q1	$463K	Sell	31,555 -115	-0.4%	-$1.7K	0.12%	122
2020 Q4	$466K	Buy	31,670 +3,492	+12%	+$50.2K	0.13%	120
2020 Q3	$401K	Sell	28,178 -319	-1%	-$4.45K	0.13%	118
2020 Q2	$376K	Buy	28,497 +909	+3%	+$12K	0.14%	105
2020 Q1	$369K	Buy	27,588 +13,846	+101%	+$187K	0.15%	97
2019 Q4	$192K	Buy	+13,742	New	+$187K	0.08%	171

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mirador Capital Partners's BTZ Position: Q3 2023 in Review

Mirador Capital Partners sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2023, closing a stake of 14,824 shares — an estimated $150K sold.

Mirador Capital Partners first reported a position in BTZ in Q4 2019 and held it in 15 quarters. The position peaked at $610K in Q3 2021. 132 funds tracked by Wall St. Rank hold BTZ as of Q3 2023.

Mirador Capital Partners reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2023 after selling out during the quarter.
Mirador Capital Partners sold 14,824 BlackRock Credit Allocation Income Trust shares in Q3 2023, an estimated $150K.
Mirador Capital Partners first reported a position in BlackRock Credit Allocation Income Trust in Q4 2019 and held it in 15 quarters.
Mirador Capital Partners's BlackRock Credit Allocation Income Trust position peaked at $610K in Q3 2021.
132 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2023.

Based on Mirador Capital Partners's 13F filing for Q3 2023, filed 5 Oct 2023.