PVWM
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Point View Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Point View Wealth 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
2020
Q4 		$878K Buy
59,719
+73
+0.1% +$1.05K 0.36% 92
2020
Q3 		$848K Sell
59,646
-2,127
-3% -$29.6K 0.4% 80
2020
Q2 		$815K Sell
61,773
-1,407
-2% -$18.5K 0.39% 86
2020
Q1 		$737K Sell
63,180
-6,828
-10% -$92.3K 0.4% 87
2019
Q4 		$979K Sell
70,008
-7,857
-10% -$107K 0.41% 84
2019
Q3 		$1.06M Sell
77,865
-12,867
-14% -$173K 0.48% 68
2019
Q2 		$1.18M Sell
90,732
-2,551
-3% -$32.4K 0.5% 68
2019
Q1 		$1.16M Buy
93,283
+3,396
+4% +$40.7K 0.51% 65
2018
Q4 		$1M Buy
89,887
+9,248
+11% +$108K 0.51% 69
2018
Q3 		$987K Buy
80,639
+15,465
+24% +$190K 0.44% 75
2018
Q2 		$787K Buy
65,174
+6,366
+11% +$79K 0.37% 95
2018
Q1 		$745K Buy
58,808
+2,217
+4% +$28.5K 0.36% 96
2017
Q4 		$754K Buy
56,591
+641
+1% +$8.56K 0.36% 97
2017
Q3 		$760K Sell
55,950
-4,509
-7% -$60.6K 0.36% 99
2017
Q2 		$813K Hold
60,459
– – 0.4% 91
2017
Q1 		$796K Buy
60,459
+3,181
+6% +$41.4K 0.41% 86
2016
Q4 		$743K Buy
57,278
+8,745
+18% +$111K 0.43% 79
2016
Q3 		$648K Sell
48,533
-1,040
-2% -$13.9K 0.38% 98
2016
Q2 		$645K Buy
49,573
+2,767
+6% +$35.2K 0.39% 93
2016
Q1 		$586K Buy
46,806
+10,553
+29% +$128K 0.38% 99
2015
Q4 		$447K Buy
36,253
+23,865
+193% +$294K 0.32% 110
2015
Q3 		$151K Buy
+12,388
New +$153K 0.12% 183

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Point View Wealth Management's BTZ Position: Q4 2020 in Review

Point View Wealth Management increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 0.12% in Q4 2020, buying an estimated $1.05K and bringing the position to 59,719 shares worth $878K. The position accounts for 0.36% of the portfolio, ranked #92.

Point View Wealth Management first reported a position in BTZ in Q3 2015 and has held it in 22 quarters since. The position peaked at $1.18M in Q2 2019. 136 funds tracked by Wall St. Rank hold BTZ as of Q4 2020.

  • Point View Wealth Management held 59,719 shares of BlackRock Credit Allocation Income Trust worth $878K as of Q4 2020.
  • Point View Wealth Management bought 73 BlackRock Credit Allocation Income Trust shares in Q4 2020, an estimated $1.05K.
  • BlackRock Credit Allocation Income Trust made up 0.36% of Point View Wealth Management's portfolio in Q4 2020, its #92 holding.
  • Point View Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q3 2015 and has held it in 22 quarters since.
  • Point View Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $1.18M in Q2 2019.
  • 136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.