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First Foundation Advisors’s BlackRock Income Trust BKT Stock Holding History

First Foundation Advisors’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
Q4 		– Sell
-4,035
Closed -$74K – 417
2020
Q3 		$74K Sell
4,035
-1,375
-25% -$25.4K ﹤0.01% 368
2020
Q2 		$100K Sell
5,410
-9,946
-65% -$182K 0.01% 345
2020
Q1 		$265K Buy
15,356
+9,946
+184% +$179K 0.02% 291
2019
Q4 		$98K Buy
+5,410
New +$98.4K ﹤0.01% 342

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
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
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Foundation Advisors's BKT Position: Q4 2020 in Review

First Foundation Advisors sold out of BlackRock Income Trust (BKT) in Q4 2020, closing a stake of 4,035 shares — an estimated $74K sold.

First Foundation Advisors first reported a position in BKT in Q4 2019 and held it in 4 quarters. The position peaked at $265K in Q1 2020. 75 funds tracked by Wall St. Rank hold BKT as of Q4 2020.

  • First Foundation Advisors reported no remaining BlackRock Income Trust position as of Q4 2020 after selling out during the quarter.
  • First Foundation Advisors sold 4,035 BlackRock Income Trust shares in Q4 2020, an estimated $74K.
  • First Foundation Advisors first reported a position in BlackRock Income Trust in Q4 2019 and held it in 4 quarters.
  • First Foundation Advisors's BlackRock Income Trust position peaked at $265K in Q1 2020.
  • 75 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2020.

Based on First Foundation Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.