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Cumberland Partners’s BlackRock Income Trust BKT Stock Holding History

Cumberland 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
2024
Q4 		– Sell
-10,794
Closed -$134K – 173
2024
Q3 		$134K Hold
10,794
– – 0.01% 178
2024
Q2 		$129K Hold
10,794
– – 0.01% 169
2024
Q1 		$128K Hold
10,794
– – 0.01% 188
2023
Q4 		$123K Hold
10,794
– – 0.01% 178
2023
Q3 		$123K Hold
10,794
– – 0.01% 171
2023
Q2 		$131K Hold
10,794
– – 0.01% 158
2023
Q1 		$136K Hold
10,794
– – 0.01% 160
2022
Q4 		$133K Sell
10,794
-1
-0% -$12 0.01% 164
2022
Q3 		$134K Hold
10,795
– – 0.01% 146
2022
Q2 		$147K Hold
10,795
– – 0.01% 158
2022
Q1 		$166K Sell
10,795
-3,833
-26% -$60.2K 0.01% 170
2021
Q4 		$248K Hold
14,628
– – 0.02% 169
2021
Q3 		$268K Buy
14,628
+1,833
+14% +$35K 0.02% 178
2021
Q2 		$243K Buy
12,795
+3,467
+37% +$64.6K 0.02% 165
2021
Q1 		$171K Hold
9,328
– – 0.01% 170
2020
Q4 		$170K Buy
9,328
+4,836
+108% +$88.5K 0.02% 159
2020
Q3 		$82K Hold
4,492
– – 0.01% 149
2020
Q2 		$83K Sell
4,492
-4,070
-48% -$74.4K 0.01% 152
2020
Q1 		$148K Buy
8,562
+3,379
+65% +$60.9K 0.02% 157
2019
Q4 		$94K Buy
+5,183
New +$94.3K 0.01% 159

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return

Cumberland Partners's BKT Position: Q4 2024 in Review

Cumberland Partners sold out of BlackRock Income Trust (BKT) in Q4 2024, closing a stake of 10,794 shares — an estimated $134K sold.

Cumberland Partners first reported a position in BKT in Q4 2019 and held it in 20 quarters. The position peaked at $268K in Q3 2021. 50 funds tracked by Wall St. Rank hold BKT as of Q4 2024.

  • Cumberland Partners reported no remaining BlackRock Income Trust position as of Q4 2024 after selling out during the quarter.
  • Cumberland Partners sold 10,794 BlackRock Income Trust shares in Q4 2024, an estimated $134K.
  • Cumberland Partners first reported a position in BlackRock Income Trust in Q4 2019 and held it in 20 quarters.
  • Cumberland Partners's BlackRock Income Trust position peaked at $268K in Q3 2021.
  • 50 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2024.

Based on Cumberland Partners's 13F filing for Q4 2024, filed 3 Feb 2025.