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Financial Advantage’s BlackRock Income Trust BKT Stock Holding History

Financial Advantage’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
2014
Q4 		– Sell
-312
Closed -$6K – 110
2014
Q3 		$6K Buy
+312
New +$6.06K 0.01% 103

Other funds holding BKT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Financial Advantage's BKT Position: Q4 2014 in Review

Financial Advantage sold out of BlackRock Income Trust (BKT) in Q4 2014, closing a stake of 312 shares — an estimated $6K sold.

Financial Advantage first reported a position in BKT in Q3 2014 and held it in 1 quarter. The position peaked at $6K in Q3 2014. 64 funds tracked by Wall St. Rank hold BKT as of Q4 2014.

  • Financial Advantage reported no remaining BlackRock Income Trust position as of Q4 2014 after selling out during the quarter.
  • Financial Advantage sold 312 BlackRock Income Trust shares in Q4 2014, an estimated $6K.
  • Financial Advantage first reported a position in BlackRock Income Trust in Q3 2014 and held it in 1 quarter.
  • Financial Advantage's BlackRock Income Trust position peaked at $6K in Q3 2014.
  • 64 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2014.

Based on Financial Advantage's 13F filing for Q4 2014, filed 10 Feb 2015.