Private Capital Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Private Capital 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
2019 Q2	–	Sell	-1,596	Closed	-$20K	–	2231
2019 Q1	$20K	Buy	+1,596	New	+$19.1K	﹤0.01%	1187

Other funds holding BTZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

Private Capital Group's BTZ Position: Q2 2019 in Review

Private Capital Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2019, closing a stake of 1,596 shares — an estimated $20K sold.

Private Capital Group first reported a position in BTZ in Q1 2019 and held it in 1 quarter. The position peaked at $20K in Q1 2019. 128 funds tracked by Wall St. Rank hold BTZ as of Q2 2019.

Private Capital Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2019 after selling out during the quarter.
Private Capital Group sold 1,596 BlackRock Credit Allocation Income Trust shares in Q2 2019, an estimated $20K.
Private Capital Group first reported a position in BlackRock Credit Allocation Income Trust in Q1 2019 and held it in 1 quarter.
Private Capital Group's BlackRock Credit Allocation Income Trust position peaked at $20K in Q1 2019.
128 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2019.

Based on Private Capital Group's 13F filing for Q2 2019, filed 15 Aug 2019.