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James Investment Research’s BlackRock Income Trust BKT Stock Holding History

James Investment Research’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
2016
Q4 		– Sell
-2,474
Closed -$48K – 552
2016
Q3 		$48K Buy
+2,474
New +$48.8K ﹤0.01% 416

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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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

James Investment Research's BKT Position: Q4 2016 in Review

James Investment Research sold out of BlackRock Income Trust (BKT) in Q4 2016, closing a stake of 2,474 shares — an estimated $48K sold.

James Investment Research first reported a position in BKT in Q3 2016 and held it in 1 quarter. The position peaked at $48K in Q3 2016. 61 funds tracked by Wall St. Rank hold BKT as of Q4 2016.

  • James Investment Research reported no remaining BlackRock Income Trust position as of Q4 2016 after selling out during the quarter.
  • James Investment Research sold 2,474 BlackRock Income Trust shares in Q4 2016, an estimated $48K.
  • James Investment Research first reported a position in BlackRock Income Trust in Q3 2016 and held it in 1 quarter.
  • James Investment Research's BlackRock Income Trust position peaked at $48K in Q3 2016.
  • 61 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2016.

Based on James Investment Research's 13F filing for Q4 2016, filed 19 Jan 2017.