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Selway Asset Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Selway Asset 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
Q4 		– Sell
-3,000
Closed -$29K – 88
2022
Q3 		$29K Buy
+3,000
New +$32.9K 0.02% 108

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Selway Asset Management's BTZ Position: Q4 2022 in Review

Selway Asset Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2022, closing a stake of 3,000 shares — an estimated $29K sold.

Selway Asset Management first reported a position in BTZ in Q3 2022 and held it in 1 quarter. The position peaked at $29K in Q3 2022. 149 funds tracked by Wall St. Rank hold BTZ as of Q4 2022.

  • Selway Asset Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2022 after selling out during the quarter.
  • Selway Asset Management sold 3,000 BlackRock Credit Allocation Income Trust shares in Q4 2022, an estimated $29K.
  • Selway Asset Management first reported a position in BlackRock Credit Allocation Income Trust in Q3 2022 and held it in 1 quarter.
  • Selway Asset Management's BlackRock Credit Allocation Income Trust position peaked at $29K in Q3 2022.
  • 149 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2022.

Based on Selway Asset Management's 13F filing for Q4 2022, filed 17 Feb 2023.