Cerity Partners’s BlackRock Income Trust BKT Stock Holding History

Cerity Partners’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
2023 Q4	–	Sell	-27,836	Closed	-$317K	–	1858
2023 Q3	$317K	Buy	+27,836	New	+$330K	﹤0.01%	1129

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VRM

Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return

Cerity Partners's BKT Position: Q4 2023 in Review

Cerity Partners sold out of BlackRock Income Trust (BKT) in Q4 2023, closing a stake of 27,836 shares — an estimated $317K sold.

Cerity Partners first reported a position in BKT in Q3 2023 and held it in 1 quarter. The position peaked at $317K in Q3 2023. 62 funds tracked by Wall St. Rank hold BKT as of Q4 2023.

Cerity Partners reported no remaining BlackRock Income Trust position as of Q4 2023 after selling out during the quarter.
Cerity Partners sold 27,836 BlackRock Income Trust shares in Q4 2023, an estimated $317K.
Cerity Partners first reported a position in BlackRock Income Trust in Q3 2023 and held it in 1 quarter.
Cerity Partners's BlackRock Income Trust position peaked at $317K in Q3 2023.
62 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2023.

Based on Cerity Partners's 13F filing for Q4 2023, filed 26 Jan 2024.