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

Sound View 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
2019 Q1	$272K	Sell	21,900 -2,029	-8%	-$24.3K	0.09%	199
2018 Q4	$268K	Buy	+23,929	New	+$280K	0.1%	187

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

SCM

Saba Capital Management New York $3.62B AUM 13% 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 0.66% 1-Year Est. Return

RVPG

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

SIA

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Sound View Wealth Advisors's BTZ Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 8.5% in Q1 2019, selling an estimated $24.3K and leaving 21,900 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #199.

Sound View Wealth Advisors first reported a position in BTZ in Q4 2018 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold BTZ as of Q1 2019.

Sound View Wealth Advisors held 21,900 shares of BlackRock Credit Allocation Income Trust worth $272K as of Q1 2019.
Sound View Wealth Advisors sold 2,029 BlackRock Credit Allocation Income Trust shares in Q1 2019, an estimated $24.3K.
BlackRock Credit Allocation Income Trust made up 0.09% of Sound View Wealth Advisors's portfolio in Q1 2019, its #199 holding.
Sound View Wealth Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2018 and has held it in 2 quarters since.
128 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.