Washington Trust Bank’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Washington Trust Bank’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 Q1	–	Sell	-1,850	Closed	-$25K	–	771
2017 Q4	$25K	Buy	+1,850	New	+$24.7K	﹤0.01%	516

Other funds holding BTZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Washington Trust Bank's BTZ Position: Q1 2018 in Review

Washington Trust Bank sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2018, closing a stake of 1,850 shares — an estimated $25K sold.

Washington Trust Bank first reported a position in BTZ in Q4 2017 and held it in 1 quarter. The position peaked at $25K in Q4 2017. 125 funds tracked by Wall St. Rank hold BTZ as of Q1 2018.

Washington Trust Bank reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2018 after selling out during the quarter.
Washington Trust Bank sold 1,850 BlackRock Credit Allocation Income Trust shares in Q1 2018, an estimated $25K.
Washington Trust Bank first reported a position in BlackRock Credit Allocation Income Trust in Q4 2017 and held it in 1 quarter.
Washington Trust Bank's BlackRock Credit Allocation Income Trust position peaked at $25K in Q4 2017.
125 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2018.

Based on Washington Trust Bank's 13F filing for Q1 2018, filed 3 Apr 2018.