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Excalibur Management’s BlackRock Income Trust BKT Stock Holding History

Excalibur 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
2021
Q2 		– Sell
-61,151
Closed -$1.12M – 154
2021
Q1 		$1.12M Buy
61,151
+458
+0.8% +$8.38K 0.55% 48
2020
Q4 		$1.1M Buy
60,693
+8,913
+17% +$163K 0.59% 44
2020
Q3 		$948K Buy
+51,780
New +$958K 0.57% 44

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Excalibur Management's BKT Position: Q2 2021 in Review

Excalibur Management sold out of BlackRock Income Trust (BKT) in Q2 2021, closing a stake of 61,151 shares — an estimated $1.12M sold.

Excalibur Management first reported a position in BKT in Q3 2020 and held it in 3 quarters. The position peaked at $1.12M in Q1 2021. 79 funds tracked by Wall St. Rank hold BKT as of Q2 2021.

  • Excalibur Management reported no remaining BlackRock Income Trust position as of Q2 2021 after selling out during the quarter.
  • Excalibur Management sold 61,151 BlackRock Income Trust shares in Q2 2021, an estimated $1.12M.
  • Excalibur Management first reported a position in BlackRock Income Trust in Q3 2020 and held it in 3 quarters.
  • Excalibur Management's BlackRock Income Trust position peaked at $1.12M in Q1 2021.
  • 79 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2021.

Based on Excalibur Management's 13F filing for Q2 2021, filed 26 Jul 2021.