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

Jupiter 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
2020 Q1	–	Sell	-4,333	Closed	-$79K	–	75
2019 Q4	$79K	Hold	4,333	–	–	0.04%	83
2019 Q3	$79K	Hold	4,333	–	–	0.04%	80
2019 Q2	$79K	Hold	4,333	–	–	0.04%	80
2019 Q1	$77K	Buy	+4,333	New	+$76.1K	0.04%	76

Other funds holding BKT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jupiter Wealth Management's BKT Position: Q1 2020 in Review

Jupiter Wealth Management sold out of BlackRock Income Trust (BKT) in Q1 2020, closing a stake of 4,333 shares — an estimated $79K sold.

Jupiter Wealth Management first reported a position in BKT in Q1 2019 and held it in 4 quarters. The position peaked at $79K in Q4 2019. 75 funds tracked by Wall St. Rank hold BKT as of Q1 2020.

Jupiter Wealth Management reported no remaining BlackRock Income Trust position as of Q1 2020 after selling out during the quarter.
Jupiter Wealth Management sold 4,333 BlackRock Income Trust shares in Q1 2020, an estimated $79K.
Jupiter Wealth Management first reported a position in BlackRock Income Trust in Q1 2019 and held it in 4 quarters.
Jupiter Wealth Management's BlackRock Income Trust position peaked at $79K in Q4 2019.
75 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2020.

Based on Jupiter Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.