Wealthspire Advisors (Maryland)’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-1,324	Closed	-$17K	–	2444
2018 Q1	$17K	Sell	1,324 -704	-35%	-$9.04K	﹤0.01%	1341
2017 Q4	$27K	Buy	2,028 +19	+0.9%	+$254	﹤0.01%	1228
2017 Q3	$27K	Buy	2,009 +20	+1%	+$269	﹤0.01%	1191
2017 Q2	$27K	Buy	1,989 +20	+1%	+$267	﹤0.01%	1155
2017 Q1	$26K	Buy	1,969 +20	+1%	+$260	﹤0.01%	991
2016 Q4	$25K	Buy	1,949 +20	+1%	+$254	﹤0.01%	953
2016 Q3	$26K	Buy	1,929 +21	+1%	+$280	﹤0.01%	981
2016 Q2	$25K	Sell	1,908 -271	-12%	-$3.45K	﹤0.01%	920
2016 Q1	$27K	Buy	2,179 +25	+1%	+$303	﹤0.01%	864
2015 Q4	$27K	Buy	+2,154	New	+$26.5K	0.01%	878

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

Wealthspire Advisors (Maryland)'s BTZ Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2018, closing a stake of 1,324 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in BTZ in Q4 2015 and held it in 10 quarters. The position peaked at $27K in Q4 2017. 128 funds tracked by Wall St. Rank hold BTZ as of Q2 2018.

Wealthspire Advisors (Maryland) reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,324 BlackRock Credit Allocation Income Trust shares in Q2 2018, an estimated $17K.
Wealthspire Advisors (Maryland) first reported a position in BlackRock Credit Allocation Income Trust in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s BlackRock Credit Allocation Income Trust position peaked at $27K in Q4 2017.
128 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.