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	–	760
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

Other funds holding BTZ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PPA

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

Plante Moran Financial Advisors's BTZ Position: Q2 2020 in Review

Plante Moran Financial Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2020, closing a stake of 50 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in BTZ in Q2 2014 and held it in 3 quarters. The position peaked at $18K in Q3 2014. 128 funds tracked by Wall St. Rank hold BTZ as of Q2 2020.

Plante Moran Financial Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2020 after selling out during the quarter.
Plante Moran Financial Advisors sold 50 BlackRock Credit Allocation Income Trust shares in Q2 2020, an estimated $1K.
Plante Moran Financial Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2014 and held it in 3 quarters.
Plante Moran Financial Advisors's BlackRock Credit Allocation Income Trust position peaked at $18K in Q3 2014.
128 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.