People's United Financial’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

People's United Financial’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
2016 Q3	–	Sell	-670	Closed	-$9K	–	885
2016 Q2	$9K	Hold	670	–	–	﹤0.01%	746
2016 Q1	$8K	Hold	670	–	–	﹤0.01%	730
2015 Q4	$8K	Hold	670	–	–	﹤0.01%	739
2015 Q3	$8K	Hold	670	–	–	﹤0.01%	728
2015 Q2	$8K	Hold	670	–	–	﹤0.01%	708
2015 Q1	$9K	Hold	670	–	–	﹤0.01%	693
2014 Q4	$9K	Hold	670	–	–	﹤0.01%	700
2014 Q3	$9K	Hold	670	–	–	﹤0.01%	698
2014 Q2	$9K	Hold	670	–	–	﹤0.01%	711
2014 Q1	$9K	Hold	670	–	–	﹤0.01%	682
2013 Q4	$9K	Hold	670	–	–	﹤0.01%	676
2013 Q3	$9K	Hold	670	–	–	﹤0.01%	671
2013 Q2	$9K	Buy	+670	New	+$9.28K	﹤0.01%	643

Other funds holding BTZ

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

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

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

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

People's United Financial's BTZ Position: Q3 2016 in Review

People's United Financial sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2016, closing a stake of 670 shares — an estimated $9K sold.

People's United Financial first reported a position in BTZ in Q2 2013 and held it in 13 quarters. The position peaked at $9K in Q2 2016. 119 funds tracked by Wall St. Rank hold BTZ as of Q3 2016.

People's United Financial reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2016 after selling out during the quarter.
People's United Financial sold 670 BlackRock Credit Allocation Income Trust shares in Q3 2016, an estimated $9K.
People's United Financial first reported a position in BlackRock Credit Allocation Income Trust in Q2 2013 and held it in 13 quarters.
People's United Financial's BlackRock Credit Allocation Income Trust position peaked at $9K in Q2 2016.
119 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2016.

Based on People's United Financial's 13F filing for Q3 2016, filed 9 Nov 2016.