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BDO Wealth Advisors’s BlackRock Income Trust BKT Stock Holding History

BDO Wealth Advisors’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
Q1 		– Sell
-4,708
Closed -$80K – 614
2018
Q4 		$80K Hold
4,708
– – 0.03% 222
2018
Q3 		$81K Hold
4,708
– – 0.03% 234
2018
Q2 		$82K Buy
+4,708
New +$81.5K 0.03% 232

Other funds holding BKT

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BDO Wealth Advisors's BKT Position: Q1 2019 in Review

BDO Wealth Advisors sold out of BlackRock Income Trust (BKT) in Q1 2019, closing a stake of 4,708 shares — an estimated $80K sold.

BDO Wealth Advisors first reported a position in BKT in Q2 2018 and held it in 3 quarters. The position peaked at $82K in Q2 2018. 65 funds tracked by Wall St. Rank hold BKT as of Q1 2019.

  • BDO Wealth Advisors reported no remaining BlackRock Income Trust position as of Q1 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 4,708 BlackRock Income Trust shares in Q1 2019, an estimated $80K.
  • BDO Wealth Advisors first reported a position in BlackRock Income Trust in Q2 2018 and held it in 3 quarters.
  • BDO Wealth Advisors's BlackRock Income Trust position peaked at $82K in Q2 2018.
  • 65 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2019.

Based on BDO Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.