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PMFA
Plante Moran Financial Advisors’s
BlackRock Credit Allocation Income Trust
BTZ
Stock Holding History
Plante Moran Financial 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
2020
Q2
–
Sell
-50
Closed
-$1K
–
764
2020
Q1
$1K
Buy
+50
New
+$676
﹤0.01%
680
2014
Q4
–
Sell
-1,331
Closed
-$18K
–
812
2014
Q3
$18K
Hold
1,331
–
–
0.02%
417
2014
Q2
$18K
Buy
+1,331
New
+$18.2K
0.02%
398
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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