Family Management’s BlackRock Income Trust BKT Stock Holding History

Family 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
2020 Q2	–	Sell	-39,480	Closed	-$682K	–	159
2020 Q1	$682K	Sell	39,480 -92,065	-70%	-$1.66M	0.34%	65
2019 Q4	$2.39M	Buy	+131,545	New	+$2.39M	0.82%	38

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Family Management's BKT Position: Q2 2020 in Review

Family Management sold out of BlackRock Income Trust (BKT) in Q2 2020, closing a stake of 39,480 shares — an estimated $682K sold.

Family Management first reported a position in BKT in Q4 2019 and held it in 2 quarters. The position peaked at $2.39M in Q4 2019. 79 funds tracked by Wall St. Rank hold BKT as of Q2 2020.

Family Management reported no remaining BlackRock Income Trust position as of Q2 2020 after selling out during the quarter.
Family Management sold 39,480 BlackRock Income Trust shares in Q2 2020, an estimated $682K.
Family Management first reported a position in BlackRock Income Trust in Q4 2019 and held it in 2 quarters.
Family Management's BlackRock Income Trust position peaked at $2.39M in Q4 2019.
79 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2020.

Based on Family Management's 13F filing for Q2 2020, filed 13 Aug 2020.