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Gradient Investments’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Gradient Investments’s Portfolio BGT Stock Details BGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,000
Closed -$10K – 1051
2020
Q1 		$10K Buy
+1,000
New +$12K ﹤0.01% 639

Other funds holding BGT

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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Gradient Investments's BGT Position: Q2 2020 in Review

Gradient Investments sold out of BlackRock Floating Rate Income Trust (BGT) in Q2 2020, closing a stake of 1,000 shares — an estimated $10K sold.

Gradient Investments first reported a position in BGT in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 68 funds tracked by Wall St. Rank hold BGT as of Q2 2020.

  • Gradient Investments reported no remaining BlackRock Floating Rate Income Trust position as of Q2 2020 after selling out during the quarter.
  • Gradient Investments sold 1,000 BlackRock Floating Rate Income Trust shares in Q2 2020, an estimated $10K.
  • Gradient Investments first reported a position in BlackRock Floating Rate Income Trust in Q1 2020 and held it in 1 quarter.
  • Gradient Investments's BlackRock Floating Rate Income Trust position peaked at $10K in Q1 2020.
  • 68 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q2 2020.

Based on Gradient Investments's 13F filing for Q2 2020, filed 10 Jul 2020.