Panagora Asset Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Panagora Asset 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
2021 Q3	–	Sell	-41	Closed	-$1K	–	1804
2021 Q2	$1K	Buy	+41	New	+$613	﹤0.01%	2679
2020 Q1	–	Sell	-927	Closed	-$13K	–	2518
2019 Q4	$13K	Buy	+927	New	+$12.6K	﹤0.01%	2092
2015 Q3	–	Sell	-13,449	Closed	-$170K	–	2325
2015 Q2	$170K	Buy	13,449 +11,729	+682%	+$155K	﹤0.01%	1753
2015 Q1	$23K	Buy	+1,720	New	+$23K	﹤0.01%	2185

Other funds holding BTZ

SIA

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Panagora Asset Management's BTZ Position: Q3 2021 in Review

Panagora Asset Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2021, closing a stake of 41 shares — an estimated $1K sold.

Panagora Asset Management first reported a position in BTZ in Q1 2015 and held it in 4 quarters. The position peaked at $170K in Q2 2015. 135 funds tracked by Wall St. Rank hold BTZ as of Q3 2021.

Panagora Asset Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2021 after selling out during the quarter.
Panagora Asset Management sold 41 BlackRock Credit Allocation Income Trust shares in Q3 2021, an estimated $1K.
Panagora Asset Management first reported a position in BlackRock Credit Allocation Income Trust in Q1 2015 and held it in 4 quarters.
Panagora Asset Management's BlackRock Credit Allocation Income Trust position peaked at $170K in Q2 2015.
135 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.