IHT Wealth Management’s BlackRock Floating Rate Income Trust BGT Stock Holding History

IHT Wealth Management’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
2018 Q2	–	Sell	-4,650	Closed	-$64K	–	510
2018 Q1	$64K	Hold	4,650	–	–	0.02%	602
2017 Q4	$65K	Buy	+4,650	New	+$64.9K	0.02%	615

Other funds holding BGT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

IHT Wealth Management's BGT Position: Q2 2018 in Review

IHT Wealth Management sold out of BlackRock Floating Rate Income Trust (BGT) in Q2 2018, closing a stake of 4,650 shares — an estimated $64K sold.

IHT Wealth Management first reported a position in BGT in Q4 2017 and held it in 2 quarters. The position peaked at $65K in Q4 2017. 57 funds tracked by Wall St. Rank hold BGT as of Q2 2018.

IHT Wealth Management reported no remaining BlackRock Floating Rate Income Trust position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 4,650 BlackRock Floating Rate Income Trust shares in Q2 2018, an estimated $64K.
IHT Wealth Management first reported a position in BlackRock Floating Rate Income Trust in Q4 2017 and held it in 2 quarters.
IHT Wealth Management's BlackRock Floating Rate Income Trust position peaked at $65K in Q4 2017.
57 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.