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

YorkBridge Wealth 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
2019 Q3	–	Sell	-12	Closed	–	–	232
2019 Q2	$0	Hold	12	–	–	﹤0.01%	750
2019 Q1	$0	Hold	12	–	–	﹤0.01%	749
2018 Q4	$0	Hold	12	–	–	﹤0.01%	740
2018 Q3	$0	Hold	12	–	–	﹤0.01%	760
2018 Q2	$0	Hold	12	–	–	﹤0.01%	846
2018 Q1	$0	Hold	12	–	–	﹤0.01%	842
2017 Q4	$0	Hold	12	–	–	﹤0.01%	867
2017 Q3	$0	Hold	12	–	–	﹤0.01%	881
2017 Q2	$0	Hold	12	–	–	﹤0.01%	880
2017 Q1	$0	Hold	12	–	–	﹤0.01%	881
2016 Q4	$0	Buy	+12	New	+$152	﹤0.01%	889

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

SCM

Saba Capital Management New York $3.62B AUM 13% 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

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

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

SAMC

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

YorkBridge Wealth Partners's BTZ Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2019, closing a stake of 12 shares.

YorkBridge Wealth Partners first reported a position in BTZ in Q4 2016 and held it in 11 quarters. The position peaked at $0 in Q2 2019. 124 funds tracked by Wall St. Rank hold BTZ as of Q3 2019.

YorkBridge Wealth Partners reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 12 BlackRock Credit Allocation Income Trust shares in Q3 2019.
YorkBridge Wealth Partners first reported a position in BlackRock Credit Allocation Income Trust in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's BlackRock Credit Allocation Income Trust position peaked at $0 in Q2 2019.
124 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.