United Capital Financial Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

United Capital Financial 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
2021 Q4	–	Sell	-10,214	Closed	-$155K	–	1207
2021 Q3	$155K	Sell	10,214 -1,085	-10%	-$16.8K	﹤0.01%	1157
2021 Q2	$176K	Buy	+11,299	New	+$169K	﹤0.01%	1185
2015 Q3	–	Sell	-57,416	Closed	-$727K	–	1251
2015 Q2	$727K	Sell	57,416 -47,106	-45%	-$623K	0.01%	796
2015 Q1	$1.42M	Sell	104,522 -26,722	-20%	-$358K	0.02%	650
2014 Q4	$1.7M	Buy	131,244 +91,874	+233%	+$1.23M	0.03%	516
2014 Q3	$524K	Buy	39,370 +7,488	+23%	+$101K	0.01%	785
2014 Q2	$438K	Buy	31,882 +20,999	+193%	+$287K	0.01%	702
2014 Q1	$147K	Buy	+10,883	New	+$144K	﹤0.01%	894

Other funds holding BTZ

SIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

United Capital Financial Advisors's BTZ Position: Q4 2021 in Review

United Capital Financial Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2021, closing a stake of 10,214 shares — an estimated $155K sold.

United Capital Financial Advisors first reported a position in BTZ in Q1 2014 and held it in 8 quarters. The position peaked at $1.7M in Q4 2014. 136 funds tracked by Wall St. Rank hold BTZ as of Q4 2021.

United Capital Financial Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2021 after selling out during the quarter.
United Capital Financial Advisors sold 10,214 BlackRock Credit Allocation Income Trust shares in Q4 2021, an estimated $155K.
United Capital Financial Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q1 2014 and held it in 8 quarters.
United Capital Financial Advisors's BlackRock Credit Allocation Income Trust position peaked at $1.7M in Q4 2014.
136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.