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Independence Trust’s BlackRock Income Trust BKT Stock Holding History

Independence 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
2015
Q4 		– Sell
-6,207
Closed -$117K – 70
2015
Q3 		$117K Sell
6,207
-4,398
-41% -$83.8K 0.12% 96
2015
Q2 		$201K Buy
+10,605
New +$204K 0.14% 106

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SIA
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Independence Trust's BKT Position: Q4 2015 in Review

Independence Trust sold out of BlackRock Income Trust (BKT) in Q4 2015, closing a stake of 6,207 shares — an estimated $117K sold.

Independence Trust first reported a position in BKT in Q2 2015 and held it in 2 quarters. The position peaked at $201K in Q2 2015. 61 funds tracked by Wall St. Rank hold BKT as of Q4 2015.

  • Independence Trust reported no remaining BlackRock Income Trust position as of Q4 2015 after selling out during the quarter.
  • Independence Trust sold 6,207 BlackRock Income Trust shares in Q4 2015, an estimated $117K.
  • Independence Trust first reported a position in BlackRock Income Trust in Q2 2015 and held it in 2 quarters.
  • Independence Trust's BlackRock Income Trust position peaked at $201K in Q2 2015.
  • 61 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2015.

Based on Independence Trust's 13F filing for Q4 2015, filed 29 Jan 2016.