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Cahill Financial Advisors’s BlackRock Income Trust BKT Stock Holding History

Cahill Financial 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
2014
Q1 		– Sell
-8,788
Closed -$171K – 111
2013
Q4 		$171K Buy
+8,788
New +$173K 0.15% 106

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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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cahill Financial Advisors's BKT Position: Q1 2014 in Review

Cahill Financial Advisors sold out of BlackRock Income Trust (BKT) in Q1 2014, closing a stake of 8,788 shares — an estimated $171K sold.

Cahill Financial Advisors first reported a position in BKT in Q4 2013 and held it in 1 quarter. The position peaked at $171K in Q4 2013. 55 funds tracked by Wall St. Rank hold BKT as of Q1 2014.

  • Cahill Financial Advisors reported no remaining BlackRock Income Trust position as of Q1 2014 after selling out during the quarter.
  • Cahill Financial Advisors sold 8,788 BlackRock Income Trust shares in Q1 2014, an estimated $171K.
  • Cahill Financial Advisors first reported a position in BlackRock Income Trust in Q4 2013 and held it in 1 quarter.
  • Cahill Financial Advisors's BlackRock Income Trust position peaked at $171K in Q4 2013.
  • 55 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2014.

Based on Cahill Financial Advisors's 13F filing for Q1 2014, filed 14 May 2014.