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Risk Paradigm Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Risk Paradigm 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
2015
Q4 		– Sell
-177
Closed -$2.15K – 243
2015
Q3 		$2.15K Buy
+177
New +$2.19K ﹤0.01% 345

Other funds holding BTZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

Risk Paradigm Group's BTZ Position: Q4 2015 in Review

Risk Paradigm Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2015, closing a stake of 177 shares — an estimated $2.15K sold.

Risk Paradigm Group first reported a position in BTZ in Q3 2015 and held it in 1 quarter. The position peaked at $2.15K in Q3 2015. 116 funds tracked by Wall St. Rank hold BTZ as of Q4 2015.

  • Risk Paradigm Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2015 after selling out during the quarter.
  • Risk Paradigm Group sold 177 BlackRock Credit Allocation Income Trust shares in Q4 2015, an estimated $2.15K.
  • Risk Paradigm Group first reported a position in BlackRock Credit Allocation Income Trust in Q3 2015 and held it in 1 quarter.
  • Risk Paradigm Group's BlackRock Credit Allocation Income Trust position peaked at $2.15K in Q3 2015.
  • 116 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2015.

Based on Risk Paradigm Group's 13F filing for Q4 2015, filed 10 Feb 2016.