SeaCrest Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-1,509	Closed	-$16K	–	753
2022 Q2	$16K	Buy	+1,509	New	+$17.2K	﹤0.01%	1563
2019 Q2	–	Sell	-1,859	Closed	-$23K	–	696
2019 Q1	$23K	Sell	1,859 -1,975	-52%	-$23.7K	﹤0.01%	1227
2018 Q4	$43K	Hold	3,834	–	–	0.01%	951
2018 Q3	$47K	Hold	3,834	–	–	0.01%	1022
2018 Q2	$46K	Hold	3,834	–	–	0.01%	1023
2018 Q1	$49K	Hold	3,834	–	–	0.01%	955
2017 Q4	$51K	Buy	+3,834	New	+$51.2K	0.01%	952

Other funds holding BTZ

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SeaCrest Wealth Management's BTZ Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2022, closing a stake of 1,509 shares — an estimated $16K sold.

SeaCrest Wealth Management first reported a position in BTZ in Q4 2017 and held it in 7 quarters. The position peaked at $51K in Q4 2017. 147 funds tracked by Wall St. Rank hold BTZ as of Q3 2022.

SeaCrest Wealth Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,509 BlackRock Credit Allocation Income Trust shares in Q3 2022, an estimated $16K.
SeaCrest Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $51K in Q4 2017.
147 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.