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Sittner & Nelson’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Sittner & Nelson’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
2021
Q2 		– Sell
-57
Closed -$1K – 389
2021
Q1 		$1K Buy
+57
New +$840 ﹤0.01% 380

Other funds holding BTZ

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Sittner & Nelson's BTZ Position: Q2 2021 in Review

Sittner & Nelson sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2021, closing a stake of 57 shares — an estimated $1K sold.

Sittner & Nelson first reported a position in BTZ in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 134 funds tracked by Wall St. Rank hold BTZ as of Q2 2021.

  • Sittner & Nelson reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2021 after selling out during the quarter.
  • Sittner & Nelson sold 57 BlackRock Credit Allocation Income Trust shares in Q2 2021, an estimated $1K.
  • Sittner & Nelson first reported a position in BlackRock Credit Allocation Income Trust in Q1 2021 and held it in 1 quarter.
  • Sittner & Nelson's BlackRock Credit Allocation Income Trust position peaked at $1K in Q1 2021.
  • 134 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2021.

Based on Sittner & Nelson's 13F filing for Q2 2021, filed 12 Aug 2021.