Signet Financial Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Signet Financial 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
2018 Q4	–	Sell	-2,500	Closed	-$31K	–	319
2018 Q3	$31K	Hold	2,500	–	–	0.01%	457
2018 Q2	$30K	Hold	2,500	–	–	0.01%	463
2018 Q1	$32K	Buy	+2,500	New	+$32.1K	0.01%	418

Other funds holding BTZ

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

RVPG

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

SCM

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

SIA

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

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

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

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

Signet Financial Management's BTZ Position: Q4 2018 in Review

Signet Financial Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2018, closing a stake of 2,500 shares — an estimated $31K sold.

Signet Financial Management first reported a position in BTZ in Q1 2018 and held it in 3 quarters. The position peaked at $32K in Q1 2018. 131 funds tracked by Wall St. Rank hold BTZ as of Q4 2018.

Signet Financial Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2018 after selling out during the quarter.
Signet Financial Management sold 2,500 BlackRock Credit Allocation Income Trust shares in Q4 2018, an estimated $31K.
Signet Financial Management first reported a position in BlackRock Credit Allocation Income Trust in Q1 2018 and held it in 3 quarters.
Signet Financial Management's BlackRock Credit Allocation Income Trust position peaked at $32K in Q1 2018.
131 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.