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Doliver Advisors’s BlackRock Income Trust BKT Stock Holding History

Doliver Advisors’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
Q3 		– Sell
-17,539
Closed -$307K – 210
2018
Q2 		$307K Buy
17,539
+5,896
+51% +$102K 0.13% 112
2018
Q1 		$205K Sell
11,643
-1,262
-10% -$22.4K 0.09% 233
2017
Q4 		$239K Sell
12,905
-2,524
-16% -$46.9K 0.1% 197
2017
Q3 		$291K Sell
15,429
-4,872
-24% -$92.3K 0.13% 160
2017
Q2 		$388K Buy
20,301
+379
+2% +$7.12K 0.19% 115
2017
Q1 		$370K Buy
19,922
+8,940
+81% +$167K 0.29% 113
2016
Q4 		$209K Sell
10,982
-9,169
-46% -$174K 0.18% 168
2016
Q3 		$392K Buy
+20,151
New +$398K 0.33% 89
2015
Q3 		– Sell
-6,372
Closed -$121K – 202
2015
Q2 		$121K Buy
+6,372
New +$123K 0.08% 262
2015
Q1 		– Sell
-25,354
Closed -$486K – 256
2014
Q4 		$486K Buy
+25,354
New +$486K 0.34% 95
2014
Q3 		– Sell
-16,055
Closed -$320K – 276
2014
Q2 		$320K Sell
16,055
-486
-3% -$9.63K 0.28% 140
2014
Q1 		$324K Sell
16,541
-712
-4% -$14K 0.21% 163
2013
Q4 		$335K Sell
17,253
-17,870
-51% -$351K 0.21% 174
2013
Q3 		$703K Buy
35,123
+20,943
+148% +$410K 0.43% 58
2013
Q2 		$291K Buy
+14,180
New +$304K 0.17% 248

Other funds holding BKT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Doliver Advisors's BKT Position: Q3 2018 in Review

Doliver Advisors sold out of BlackRock Income Trust (BKT) in Q3 2018, closing a stake of 17,539 shares — an estimated $307K sold.

Doliver Advisors first reported a position in BKT in Q2 2013 and held it in 15 quarters. The position peaked at $703K in Q3 2013. 68 funds tracked by Wall St. Rank hold BKT as of Q3 2018.

  • Doliver Advisors reported no remaining BlackRock Income Trust position as of Q3 2018 after selling out during the quarter.
  • Doliver Advisors sold 17,539 BlackRock Income Trust shares in Q3 2018, an estimated $307K.
  • Doliver Advisors first reported a position in BlackRock Income Trust in Q2 2013 and held it in 15 quarters.
  • Doliver Advisors's BlackRock Income Trust position peaked at $703K in Q3 2013.
  • 68 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.