Concert Wealth Management’s BlackRock Income Trust BKT Stock Holding History

Concert Wealth Management’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
2017 Q2	–	Sell	-3,895	Closed	-$74K	–	184
2017 Q1	$74K	Hold	3,895	–	–	0.02%	477
2016 Q4	$74K	Hold	3,895	–	–	0.02%	479
2016 Q3	$75K	Hold	3,895	–	–	0.01%	774
2016 Q2	$78K	Sell	3,895 -3,413	-47%	-$67.2K	0.01%	653
2016 Q1	$146K	Buy	7,308 +3,413	+88%	+$66.7K	0.02%	624
2015 Q4	$75K	Hold	3,895	–	–	0.01%	660
2015 Q3	$74K	Hold	3,895	–	–	0.01%	678
2015 Q2	$74K	Hold	3,895	–	–	0.01%	676
2015 Q1	$75K	Sell	3,895 -175	-4%	-$3.38K	0.02%	432
2014 Q4	$78K	Buy	4,070 +175	+4%	+$3.35K	0.01%	614
2014 Q3	$74K	Hold	3,895	–	–	0.01%	533
2014 Q2	$74K	Hold	3,895	–	–	0.01%	556
2014 Q1	$77K	Sell	3,895 -53	-1%	-$1.04K	0.01%	546
2013 Q4	$76K	Sell	3,948 -100	-2%	-$1.97K	0.01%	523
2013 Q3	$81K	Sell	4,048 -575	-12%	-$11.2K	0.01%	518
2013 Q2	$95K	Buy	+4,623	New	+$99.1K	0.01%	496

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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Concert Wealth Management's BKT Position: Q2 2017 in Review

Concert Wealth Management sold out of BlackRock Income Trust (BKT) in Q2 2017, closing a stake of 3,895 shares — an estimated $74K sold.

Concert Wealth Management first reported a position in BKT in Q2 2013 and held it in 16 quarters. The position peaked at $146K in Q1 2016. 63 funds tracked by Wall St. Rank hold BKT as of Q2 2017.

Concert Wealth Management reported no remaining BlackRock Income Trust position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 3,895 BlackRock Income Trust shares in Q2 2017, an estimated $74K.
Concert Wealth Management first reported a position in BlackRock Income Trust in Q2 2013 and held it in 16 quarters.
Concert Wealth Management's BlackRock Income Trust position peaked at $146K in Q1 2016.
63 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.