Boaz Weinstein’s BlackRock Income Trust BKT Stock Holding History

Boaz Weinstein’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
2015 Q2	–	Sell	-7,564	Closed	-$146K	–	126
2015 Q1	$146K	Sell	7,564 -88,707	-92%	-$1.71M	0.02%	130
2014 Q4	$1.85M	Sell	96,271 -120,567	-56%	-$2.31M	0.15%	96
2014 Q3	$4.13M	Buy	216,838 +38,284	+21%	+$744K	0.23%	91
2014 Q2	$3.56M	Sell	178,554 -11,055	-6%	-$219K	0.19%	91
2014 Q1	$3.71M	Buy	189,609 +22,649	+14%	+$444K	0.21%	89
2013 Q4	$3.25M	Buy	+166,960	New	+$3.28M	0.19%	98

Other funds holding BKT

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 31.93% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Boaz Weinstein's BKT Position: Q2 2015 in Review

Boaz Weinstein sold out of BlackRock Income Trust (BKT) in Q2 2015, closing a stake of 7,564 shares — an estimated $146K sold.

Boaz Weinstein first reported a position in BKT in Q4 2013 and held it in 6 quarters. The position peaked at $4.13M in Q3 2014. 57 funds tracked by Wall St. Rank hold BKT as of Q2 2015.

Boaz Weinstein reported no remaining BlackRock Income Trust position as of Q2 2015 after selling out during the quarter.
Boaz Weinstein sold 7,564 BlackRock Income Trust shares in Q2 2015, an estimated $146K.
Boaz Weinstein first reported a position in BlackRock Income Trust in Q4 2013 and held it in 6 quarters.
Boaz Weinstein's BlackRock Income Trust position peaked at $4.13M in Q3 2014.
57 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2015.

Based on Saba Capital Management's 13F filing for Q2 2015, filed 14 Aug 2015.