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WealthPLAN Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$15.7K Sell
1,183
-1,145
-49% -$15.3K 0.01% 526
2016
Q2 		$15.2K Buy
+2,328
New +$29.6K ﹤0.01% 1554

Other funds holding BTZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPLAN Partners's BTZ Position: Q3 2016 in Review

WealthPLAN Partners reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 49% in Q3 2016, selling an estimated $15.3K and leaving 1,183 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #526.

WealthPLAN Partners first reported a position in BTZ in Q2 2016 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold BTZ as of Q3 2016.

  • WealthPLAN Partners held 1,183 shares of BlackRock Credit Allocation Income Trust worth $15.7K as of Q3 2016.
  • WealthPLAN Partners sold 1,145 BlackRock Credit Allocation Income Trust shares in Q3 2016, an estimated $15.3K.
  • BlackRock Credit Allocation Income Trust made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #526 holding.
  • WealthPLAN Partners first reported a position in BlackRock Credit Allocation Income Trust in Q2 2016 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.