Financial & Investment Management Group’s BlackRock Income Trust BKT Stock Holding History

Financial & Investment Management Group’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
2018 Q4	$126K	Sell	7,431 -125	-2%	-$2.12K	0.05%	121
2018 Q3	$130K	Buy	7,556 +272	+4%	+$4.71K	0.04%	112
2018 Q2	$127K	Buy	+7,284	New	+$126K	0.04%	101
2015 Q4	–	Sell	-5,598	Closed	-$106K	–	121
2015 Q3	$106K	Sell	5,598 -30,458	-84%	-$580K	0.03%	120
2015 Q2	$684K	Sell	36,056 -4	-0%	-$77	0.18%	89
2015 Q1	$695K	Sell	36,060 -14,367	-28%	-$277K	0.17%	90
2014 Q4	$968K	Buy	+50,427	New	+$966K	0.26%	73

Other funds holding BKT

KIM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial & Investment Management Group's BKT Position: Q4 2018 in Review

Financial & Investment Management Group reduced its BlackRock Income Trust (BKT) stake by 1.7% in Q4 2018, selling an estimated $2.12K and leaving 7,431 shares worth $126K. The position accounts for 0.05% of the portfolio, ranked #121.

Financial & Investment Management Group first reported a position in BKT in Q4 2014 and has held it in 7 quarters since. The position peaked at $968K in Q4 2014. 69 funds tracked by Wall St. Rank hold BKT as of Q4 2018.

Financial & Investment Management Group held 7,431 shares of BlackRock Income Trust worth $126K as of Q4 2018.
Financial & Investment Management Group sold 125 BlackRock Income Trust shares in Q4 2018, an estimated $2.12K.
BlackRock Income Trust made up 0.05% of Financial & Investment Management Group's portfolio in Q4 2018, its #121 holding.
Financial & Investment Management Group first reported a position in BlackRock Income Trust in Q4 2014 and has held it in 7 quarters since.
Financial & Investment Management Group's BlackRock Income Trust position peaked at $968K in Q4 2014.
69 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.