Glenview Trust’s BlackRock Income Trust BKT Stock Holding History

Glenview Trust’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
2021 Q1	–	Sell	-8,606	Closed	-$157K	–	395
2020 Q4	$157K	Hold	8,606	–	–	0.01%	343
2020 Q3	$157K	Hold	8,606	–	–	0.01%	326
2020 Q2	$159K	Hold	8,606	–	–	0.01%	323
2020 Q1	$149K	Buy	8,606 +2,718	+46%	+$49K	0.01%	310
2019 Q4	$107K	Hold	5,888	–	–	0.01%	341
2019 Q3	$107K	Hold	5,888	–	–	0.01%	345
2019 Q2	$107K	Hold	5,888	–	–	0.01%	326
2019 Q1	$105K	Sell	5,888 -1,542	-21%	-$27.1K	0.01%	317
2018 Q4	$126K	Buy	7,430 +4,097	+123%	+$69.6K	0.01%	310
2018 Q3	$57K	Hold	3,333	–	–	﹤0.01%	325
2018 Q2	$58K	Hold	3,333	–	–	﹤0.01%	297
2018 Q1	$59K	Hold	3,333	–	–	﹤0.01%	325
2017 Q4	$62K	Hold	3,333	–	–	﹤0.01%	328
2017 Q3	$63K	Hold	3,333	–	–	﹤0.01%	317
2017 Q2	$64K	Hold	3,333	–	–	0.01%	309
2017 Q1	$62K	Hold	3,333	–	–	﹤0.01%	316
2016 Q4	$63K	Buy	+3,333	New	+$63.1K	0.01%	307
2015 Q4	$64K	Buy	+3,333	New	+$63.7K	0.01%	251
2014 Q4	$64K	Buy	+3,333	New	+$63.9K	0.01%	227
2013 Q4	$65K	Buy	+3,333	New	+$65.5K	0.01%	225

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Glenview Trust's BKT Position: Q1 2021 in Review

Glenview Trust sold out of BlackRock Income Trust (BKT) in Q1 2021, closing a stake of 8,606 shares — an estimated $157K sold.

Glenview Trust first reported a position in BKT in Q4 2013 and held it in 20 quarters. The position peaked at $159K in Q2 2020. 76 funds tracked by Wall St. Rank hold BKT as of Q1 2021.

Glenview Trust reported no remaining BlackRock Income Trust position as of Q1 2021 after selling out during the quarter.
Glenview Trust sold 8,606 BlackRock Income Trust shares in Q1 2021, an estimated $157K.
Glenview Trust first reported a position in BlackRock Income Trust in Q4 2013 and held it in 20 quarters.
Glenview Trust's BlackRock Income Trust position peaked at $159K in Q2 2020.
76 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2021.

Based on Glenview Trust's 13F filing for Q1 2021, filed 12 May 2021.