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OneDigital Investment Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

OneDigital Investment Advisors’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
Q2 		– Sell
-58,882
Closed -$731K – 1205
2019
Q1 		$731K Sell
58,882
-2,055
-3% -$24.6K 0.11% 137
2018
Q4 		$681K Buy
+60,937
New +$713K 0.11% 131

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

OneDigital Investment Advisors's BTZ Position: Q2 2019 in Review

OneDigital Investment Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2019, closing a stake of 58,882 shares — an estimated $731K sold.

OneDigital Investment Advisors first reported a position in BTZ in Q4 2018 and held it in 2 quarters. The position peaked at $731K in Q1 2019. 128 funds tracked by Wall St. Rank hold BTZ as of Q2 2019.

  • OneDigital Investment Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 58,882 BlackRock Credit Allocation Income Trust shares in Q2 2019, an estimated $731K.
  • OneDigital Investment Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2018 and held it in 2 quarters.
  • OneDigital Investment Advisors's BlackRock Credit Allocation Income Trust position peaked at $731K in Q1 2019.
  • 128 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2019.

Based on OneDigital Investment Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.