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Equitable Holdings’s BlackRock Income Trust BKT Stock Holding History

Equitable Holdings’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
2020
Q4 		– Sell
-19,333
Closed -$354K – 681
2020
Q3 		$354K Buy
19,333
+2,345
+14% +$43.4K 0.01% 486
2020
Q2 		$314K Buy
16,988
+10,221
+151% +$187K 0.01% 498
2020
Q1 		$117K Buy
+6,767
New +$122K ﹤0.01% 561

Other funds holding BKT

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Equitable Holdings's BKT Position: Q4 2020 in Review

Equitable Holdings sold out of BlackRock Income Trust (BKT) in Q4 2020, closing a stake of 19,333 shares — an estimated $354K sold.

Equitable Holdings first reported a position in BKT in Q1 2020 and held it in 3 quarters. The position peaked at $354K in Q3 2020. 75 funds tracked by Wall St. Rank hold BKT as of Q4 2020.

  • Equitable Holdings reported no remaining BlackRock Income Trust position as of Q4 2020 after selling out during the quarter.
  • Equitable Holdings sold 19,333 BlackRock Income Trust shares in Q4 2020, an estimated $354K.
  • Equitable Holdings first reported a position in BlackRock Income Trust in Q1 2020 and held it in 3 quarters.
  • Equitable Holdings's BlackRock Income Trust position peaked at $354K in Q3 2020.
  • 75 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2020.

Based on Equitable Holdings's 13F filing for Q4 2020, filed 9 Feb 2021.