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

SVB Wealth’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
2020
Q1 		– Sell
-1,116
Closed -$16K – 607
2019
Q4 		$16K Buy
+1,116
New +$15.2K ﹤0.01% 623

Other funds holding BTZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SVB Wealth's BTZ Position: Q1 2020 in Review

SVB Wealth sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2020, closing a stake of 1,116 shares — an estimated $16K sold.

SVB Wealth first reported a position in BTZ in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 131 funds tracked by Wall St. Rank hold BTZ as of Q1 2020.

  • SVB Wealth reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2020 after selling out during the quarter.
  • SVB Wealth sold 1,116 BlackRock Credit Allocation Income Trust shares in Q1 2020, an estimated $16K.
  • SVB Wealth first reported a position in BlackRock Credit Allocation Income Trust in Q4 2019 and held it in 1 quarter.
  • SVB Wealth's BlackRock Credit Allocation Income Trust position peaked at $16K in Q4 2019.
  • 131 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2020.

Based on SVB Wealth's 13F filing for Q1 2020, filed 11 May 2020.