Bay Harbor Wealth Management’s BlackRock Income Trust BKT Stock Holding History

Bay Harbor Wealth Management’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
2021 Q1	–	Sell	-218	Closed	-$4K	–	234
2020 Q4	$4K	Hold	218	–	–	﹤0.01%	291
2020 Q3	$4K	Buy	+218	New	+$4.03K	﹤0.01%	267

Other funds holding BKT

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return

VRM

Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bay Harbor Wealth Management's BKT Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of BlackRock Income Trust (BKT) in Q1 2021, closing a stake of 218 shares — an estimated $4K sold.

Bay Harbor Wealth Management first reported a position in BKT in Q3 2020 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 76 funds tracked by Wall St. Rank hold BKT as of Q1 2021.

Bay Harbor Wealth Management reported no remaining BlackRock Income Trust position as of Q1 2021 after selling out during the quarter.
Bay Harbor Wealth Management sold 218 BlackRock Income Trust shares in Q1 2021, an estimated $4K.
Bay Harbor Wealth Management first reported a position in BlackRock Income Trust in Q3 2020 and held it in 2 quarters.
Bay Harbor Wealth Management's BlackRock Income Trust position peaked at $4K in Q4 2020.
76 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.