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Financial Architects (New Jersey)’s BlackRock Income Trust BKT Stock Holding History

Financial Architects (New Jersey)’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
2013
Q4 		– Sell
-500
Closed -$10K – 201
2013
Q3 		$10K Hold
500
– – 0.01% 477
2013
Q2 		$10K Buy
+500
New +$10.7K 0.01% 454

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GC
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Invesco
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Royal Bank of Canada
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LPL Financial
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Financial Architects (New Jersey)'s BKT Position: Q4 2013 in Review

Financial Architects (New Jersey) sold out of BlackRock Income Trust (BKT) in Q4 2013, closing a stake of 500 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in BKT in Q2 2013 and held it in 2 quarters. The position peaked at $10K in Q3 2013. 57 funds tracked by Wall St. Rank hold BKT as of Q4 2013.

  • Financial Architects (New Jersey) reported no remaining BlackRock Income Trust position as of Q4 2013 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 500 BlackRock Income Trust shares in Q4 2013, an estimated $10K.
  • Financial Architects (New Jersey) first reported a position in BlackRock Income Trust in Q2 2013 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s BlackRock Income Trust position peaked at $10K in Q3 2013.
  • 57 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2013.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2013, filed 7 Feb 2014.