Ropes Wealth Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Ropes Wealth Advisors’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	–	Sell	-1,000	Closed	-$14K	–	814
2020 Q3	$14K	Buy	+1,000	New	+$13.9K	﹤0.01%	484

Other funds holding BTZ

SIA

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

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

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

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

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

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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ropes Wealth Advisors's BTZ Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2020, closing a stake of 1,000 shares — an estimated $14K sold.

Ropes Wealth Advisors first reported a position in BTZ in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 136 funds tracked by Wall St. Rank hold BTZ as of Q4 2020.

Ropes Wealth Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 1,000 BlackRock Credit Allocation Income Trust shares in Q4 2020, an estimated $14K.
Ropes Wealth Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q3 2020 and held it in 1 quarter.
Ropes Wealth Advisors's BlackRock Credit Allocation Income Trust position peaked at $14K in Q3 2020.
136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.