CA
BKT icon

Calton & Associates’s BlackRock Income Trust BKT Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-138
Closed -$2K – 445
2017
Q4 		$2K Buy
+138
New +$2.56K ﹤0.01% 1384

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Calton & Associates's BKT Position: Q1 2018 in Review

Calton & Associates sold out of BlackRock Income Trust (BKT) in Q1 2018, closing a stake of 138 shares — an estimated $2K sold.

Calton & Associates first reported a position in BKT in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 65 funds tracked by Wall St. Rank hold BKT as of Q1 2018.

  • Calton & Associates reported no remaining BlackRock Income Trust position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 138 BlackRock Income Trust shares in Q1 2018, an estimated $2K.
  • Calton & Associates first reported a position in BlackRock Income Trust in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's BlackRock Income Trust position peaked at $2K in Q4 2017.
  • 65 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.