Kelman-Lazarov Inc’s BlackRock Income Trust BKT Stock Holding History

Kelman-Lazarov Inc’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
2018 Q4	–	Sell	-16,608	Closed	-$285K	–	93
2018 Q3	$285K	Sell	16,608 -30,708	-65%	-$531K	0.17%	87
2018 Q2	$828K	Sell	47,316 -10,059	-18%	-$174K	0.44%	58
2018 Q1	$1.01M	Sell	57,375 -4,250	-7%	-$75.6K	0.54%	53
2017 Q4	$1.14M	Sell	61,625 -2,967	-5%	-$55.2K	0.58%	50
2017 Q3	$1.22M	Sell	64,592 -2,466	-4%	-$46.7K	0.64%	48
2017 Q2	$1.28M	Sell	67,058 -1,667	-2%	-$31.3K	0.7%	45
2017 Q1	$1.28M	Hold	68,725	–	–	0.82%	41
2016 Q4	$1.31M	Sell	68,725 -3,000	-4%	-$56.8K	0.74%	43
2016 Q3	$1.39M	Buy	71,725 +2,333	+3%	+$46K	0.79%	37
2016 Q2	$1.38M	Sell	69,392 -2,316	-3%	-$45.6K	0.79%	39
2016 Q1	$1.42M	Buy	+71,708	New	+$1.4M	0.83%	37

Other funds holding BKT

KIM

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

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

SIA

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

1CP

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

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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kelman-Lazarov Inc's BKT Position: Q4 2018 in Review

Kelman-Lazarov Inc sold out of BlackRock Income Trust (BKT) in Q4 2018, closing a stake of 16,608 shares — an estimated $285K sold.

Kelman-Lazarov Inc first reported a position in BKT in Q1 2016 and held it in 11 quarters. The position peaked at $1.42M in Q1 2016. 69 funds tracked by Wall St. Rank hold BKT as of Q4 2018.

Kelman-Lazarov Inc reported no remaining BlackRock Income Trust position as of Q4 2018 after selling out during the quarter.
Kelman-Lazarov Inc sold 16,608 BlackRock Income Trust shares in Q4 2018, an estimated $285K.
Kelman-Lazarov Inc first reported a position in BlackRock Income Trust in Q1 2016 and held it in 11 quarters.
Kelman-Lazarov Inc's BlackRock Income Trust position peaked at $1.42M in Q1 2016.
69 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2018.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2018, filed 11 Feb 2019.