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Polaris Wealth Advisory Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Polaris Wealth Advisory Group’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
2014
Q1 		– Sell
-703
Closed -$9K – 168
2013
Q4 		$9K Buy
+703
New +$8.99K ﹤0.01% 149

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1CP
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SIA
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PPA
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Polaris Wealth Advisory Group's BTZ Position: Q1 2014 in Review

Polaris Wealth Advisory Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2014, closing a stake of 703 shares — an estimated $9K sold.

Polaris Wealth Advisory Group first reported a position in BTZ in Q4 2013 and held it in 1 quarter. The position peaked at $9K in Q4 2013. 101 funds tracked by Wall St. Rank hold BTZ as of Q1 2014.

  • Polaris Wealth Advisory Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 703 BlackRock Credit Allocation Income Trust shares in Q1 2014, an estimated $9K.
  • Polaris Wealth Advisory Group first reported a position in BlackRock Credit Allocation Income Trust in Q4 2013 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's BlackRock Credit Allocation Income Trust position peaked at $9K in Q4 2013.
  • 101 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2014, filed 28 Apr 2014.