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Gary Goldberg Planning Services’s BlackRock Income Trust BKT Stock Holding History

Gary Goldberg Planning Services’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 		$13K Hold
667
– – 0.01% 332
2014
Q3 		$13K Hold
667
– – 0.01% 349
2014
Q2 		$13K Hold
667
– – 0.01% 328
2014
Q1 		$13K Buy
+667
New +$13.1K 0.01% 306
2013
Q3 		– Sell
-4,667
Closed -$96K – 361
2013
Q2 		$96K Buy
+4,667
New +$100K 0.06% 120

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

Gary Goldberg Planning Services's BKT Position: Q4 2014 in Review

Gary Goldberg Planning Services held its BlackRock Income Trust (BKT) position steady in Q4 2014 at 667 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #332.

Gary Goldberg Planning Services first reported a position in BKT in Q2 2013 and has held it in 5 quarters since. The position peaked at $96K in Q2 2013. 63 funds tracked by Wall St. Rank hold BKT as of Q4 2014.

  • Gary Goldberg Planning Services held 667 shares of BlackRock Income Trust worth $13K as of Q4 2014.
  • Gary Goldberg Planning Services left its BlackRock Income Trust share count unchanged in Q4 2014.
  • BlackRock Income Trust made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #332 holding.
  • Gary Goldberg Planning Services first reported a position in BlackRock Income Trust in Q2 2013 and has held it in 5 quarters since.
  • Gary Goldberg Planning Services's BlackRock Income Trust position peaked at $96K in Q2 2013.
  • 63 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.