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IHT Wealth Management’s BlackRock Income Trust BKT Stock Holding History

IHT Wealth Management’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
2017
Q4 		– Sell
-163
Closed -$3K – 1694
2017
Q3 		$3K Sell
163
-117
-42% -$2.22K ﹤0.01% 1145
2017
Q2 		$12 Buy
+280
New +$5.26K 0.01% 907

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IHT Wealth Management's BKT Position: Q4 2017 in Review

IHT Wealth Management sold out of BlackRock Income Trust (BKT) in Q4 2017, closing a stake of 163 shares — an estimated $3K sold.

IHT Wealth Management first reported a position in BKT in Q2 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 67 funds tracked by Wall St. Rank hold BKT as of Q4 2017.

  • IHT Wealth Management reported no remaining BlackRock Income Trust position as of Q4 2017 after selling out during the quarter.
  • IHT Wealth Management sold 163 BlackRock Income Trust shares in Q4 2017, an estimated $3K.
  • IHT Wealth Management first reported a position in BlackRock Income Trust in Q2 2017 and held it in 2 quarters.
  • IHT Wealth Management's BlackRock Income Trust position peaked at $3K in Q3 2017.
  • 67 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2017.

Based on IHT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.