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Advisor Group’s BlackRock Income Trust BKT Stock Holding History

Advisor Group’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$189K Buy
10,427
+6,010
+136% +$109K ﹤0.01% 2431
2019
Q3 		$80K Hold
4,417
– – ﹤0.01% 3059
2019
Q2 		$80K Hold
4,417
– – ﹤0.01% 3024
2019
Q1 		$79K Buy
4,417
+166
+4% +$2.92K ﹤0.01% 3054
2018
Q4 		$72K Buy
4,251
+3,284
+340% +$55.8K ﹤0.01% 2910
2018
Q3 		$17K Hold
967
– – ﹤0.01% 3974
2018
Q2 		$17K Sell
967
-580
-37% -$10K ﹤0.01% 3793
2018
Q1 		$27K Hold
1,547
– – ﹤0.01% 3495
2017
Q4 		$29K Hold
1,547
– – ﹤0.01% 3455
2017
Q3 		$30K Sell
1,547
-49
-3% -$928 ﹤0.01% 3303
2017
Q2 		$30K Buy
1,596
+548
+52% +$10.3K ﹤0.01% 3195
2017
Q1 		$19K Hold
1,048
– – ﹤0.01% 3385
2016
Q4 		$20K Hold
1,048
– – ﹤0.01% 3215
2016
Q3 		$20K Buy
1,048
+183
+21% +$3.61K ﹤0.01% 3135
2016
Q2 		$15K Buy
+865
New +$17K ﹤0.01% 3240

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Group's BKT Position: Q4 2019 in Review

Advisor Group increased its BlackRock Income Trust (BKT) stake by 136% in Q4 2019, buying an estimated $109K and bringing the position to 10,427 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

Advisor Group first reported a position in BKT in Q2 2016 and has held it in 15 quarters since. 76 funds tracked by Wall St. Rank hold BKT as of Q4 2019.

  • Advisor Group held 10,427 shares of BlackRock Income Trust worth $189K as of Q4 2019.
  • Advisor Group bought 6,010 BlackRock Income Trust shares in Q4 2019, an estimated $109K.
  • BlackRock Income Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2431 holding.
  • Advisor Group first reported a position in BlackRock Income Trust in Q2 2016 and has held it in 15 quarters since.
  • 76 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.