Kovitz Investment Group’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Kovitz Investment Group’s Portfolio BGT Stock Details BGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$195K	Buy	+15,585	New	+$196K	0.01%	124

Other funds holding BGT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kovitz Investment Group's BGT Position: Q4 2015 in Review

Kovitz Investment Group opened a new position in BlackRock Floating Rate Income Trust (BGT) in Q4 2015: 15,585 shares worth $195K. The stake represents 0.01% of the portfolio and ranks #124 among its holdings.

60 funds tracked by Wall St. Rank hold BGT as of Q4 2015.

Kovitz Investment Group held 15,585 shares of BlackRock Floating Rate Income Trust worth $195K as of Q4 2015.
BlackRock Floating Rate Income Trust was a new Kovitz Investment Group position in Q4 2015.
BlackRock Floating Rate Income Trust made up 0.01% of Kovitz Investment Group's portfolio in Q4 2015, its #124 holding.
60 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.