Cambridge Investment Research Advisors
BNA

Cambridge Investment Research Advisors’s BLACKROCK INCOME OPPORTUNITY TRUST INC BNA Stock Holding History

Cambridge Investment Research Advisors’s Portfolio BNA Stock Details BNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-11,213
Closed -$116K – 1395
2014
Q1 		$116K Sell
11,213
-1,342
-11% -$13.7K ﹤0.01% 1225
2013
Q4 		$122K Sell
12,555
-3,085
-20% -$30.3K 0.01% 1159
2013
Q3 		$155K Sell
15,640
-10,638
-40% -$104K 0.01% 1087
2013
Q2 		$264K Buy
+26,278
New +$289K 0.01% 809

Other funds holding BNA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cambridge Investment Research Advisors's BNA Position: Q2 2014 in Review

Cambridge Investment Research Advisors sold out of BLACKROCK INCOME OPPORTUNITY TRUST INC (BNA) in Q2 2014, closing a stake of 11,213 shares — an estimated $116K sold.

Cambridge Investment Research Advisors first reported a position in BNA in Q2 2013 and held it in 4 quarters. The position peaked at $264K in Q2 2013. 46 funds tracked by Wall St. Rank hold BNA as of Q2 2014.

  • Cambridge Investment Research Advisors reported no remaining BLACKROCK INCOME OPPORTUNITY TRUST INC position as of Q2 2014 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,213 BLACKROCK INCOME OPPORTUNITY TRUST INC shares in Q2 2014, an estimated $116K.
  • Cambridge Investment Research Advisors first reported a position in BLACKROCK INCOME OPPORTUNITY TRUST INC in Q2 2013 and held it in 4 quarters.
  • Cambridge Investment Research Advisors's BLACKROCK INCOME OPPORTUNITY TRUST INC position peaked at $264K in Q2 2013.
  • 46 funds tracked by Wall St. Rank held BLACKROCK INCOME OPPORTUNITY TRUST INC as of Q2 2014.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2014, filed 25 Jul 2014.