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Principle Wealth Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Principle Wealth Partners’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
Q3 		– Sell
-1,217
Closed -$16K – 186
2020
Q2 		$16K Buy
+1,217
New +$16K ﹤0.01% 369

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GC
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KIM
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PPA
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Principle Wealth Partners's BTZ Position: Q3 2020 in Review

Principle Wealth Partners sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2020, closing a stake of 1,217 shares — an estimated $16K sold.

Principle Wealth Partners first reported a position in BTZ in Q2 2020 and held it in 1 quarter. The position peaked at $16K in Q2 2020. 126 funds tracked by Wall St. Rank hold BTZ as of Q3 2020.

  • Principle Wealth Partners reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 1,217 BlackRock Credit Allocation Income Trust shares in Q3 2020, an estimated $16K.
  • Principle Wealth Partners first reported a position in BlackRock Credit Allocation Income Trust in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's BlackRock Credit Allocation Income Trust position peaked at $16K in Q2 2020.
  • 126 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.