Winslow Evans & Crocker’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Winslow Evans & Crocker’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
2015 Q1	–	Sell	-400	Closed	-$5.17K	–	1280
2014 Q4	$5.17K	Hold	400	–	–	﹤0.01%	1034
2014 Q3	$5.32K	Sell	400 -240	-38%	-$3.24K	﹤0.01%	1066
2014 Q2	$8.8K	Hold	640	–	–	﹤0.01%	879
2014 Q1	$8.65K	Hold	640	–	–	﹤0.01%	884
2013 Q4	$8K	Buy	+640	New	+$8.19K	﹤0.01%	981

Other funds holding BTZ

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

RVP

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

SIA

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

KIM

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

PPA

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

Winslow Evans & Crocker's BTZ Position: Q1 2015 in Review

Winslow Evans & Crocker sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2015, closing a stake of 400 shares — an estimated $5.17K sold.

Winslow Evans & Crocker first reported a position in BTZ in Q4 2013 and held it in 5 quarters. The position peaked at $8.8K in Q2 2014. 103 funds tracked by Wall St. Rank hold BTZ as of Q1 2015.

Winslow Evans & Crocker reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2015 after selling out during the quarter.
Winslow Evans & Crocker sold 400 BlackRock Credit Allocation Income Trust shares in Q1 2015, an estimated $5.17K.
Winslow Evans & Crocker first reported a position in BlackRock Credit Allocation Income Trust in Q4 2013 and held it in 5 quarters.
Winslow Evans & Crocker's BlackRock Credit Allocation Income Trust position peaked at $8.8K in Q2 2014.
103 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2015.

Based on Winslow Evans & Crocker's 13F filing for Q1 2015, filed 14 Apr 2015.