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Weaver Consulting Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-55
Closed -$1K – 237
2020
Q3 		$1K Hold
55
– – ﹤0.01% 876
2020
Q2 		$1K Hold
55
– – ﹤0.01% 850
2020
Q1 		$1K Buy
+55
New +$743 ﹤0.01% 753

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Weaver Consulting Group's BTZ Position: Q4 2020 in Review

Weaver Consulting Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2020, closing a stake of 55 shares — an estimated $1K sold.

Weaver Consulting Group first reported a position in BTZ in Q1 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2020. 136 funds tracked by Wall St. Rank hold BTZ as of Q4 2020.

  • Weaver Consulting Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 55 BlackRock Credit Allocation Income Trust shares in Q4 2020, an estimated $1K.
  • Weaver Consulting Group first reported a position in BlackRock Credit Allocation Income Trust in Q1 2020 and held it in 3 quarters.
  • Weaver Consulting Group's BlackRock Credit Allocation Income Trust position peaked at $1K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.