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Ladenburg Thalmann Financial Services’s BlackRock Income Trust BKT Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$446K Buy
24,583
+582
+2% +$10.6K ﹤0.01% 1901
2019
Q3 		$438K Buy
24,001
+5,267
+28% +$95.5K ﹤0.01% 1870
2019
Q2 		$340K Sell
18,734
-26
-0.1% -$466 ﹤0.01% 2038
2019
Q1 		$334K Buy
18,760
+170
+0.9% +$2.98K ﹤0.01% 1996
2018
Q4 		$315K Sell
18,590
-1,254
-6% -$21.3K ﹤0.01% 1872
2018
Q3 		$341K Buy
19,844
+4,987
+34% +$86.3K ﹤0.01% 1890
2018
Q2 		$262K Hold
14,857
– – ﹤0.01% 2021
2018
Q1 		$262K Sell
14,857
-11,572
-44% -$206K ﹤0.01% 2021
2017
Q4 		$489K Sell
26,429
-2,813
-10% -$52.3K ﹤0.01% 1565
2017
Q3 		$551K Buy
29,242
+3,183
+12% +$60.3K 0.01% 1398
2017
Q2 		$498K Sell
26,059
-7,809
-23% -$147K 0.01% 1394
2017
Q1 		$629K Sell
33,868
-144
-0.4% -$2.69K 0.01% 1165
2016
Q4 		$645K Buy
34,012
+23,658
+228% +$448K 0.01% 1110
2016
Q3 		$201K Buy
10,354
+60
+0.6% +$1.18K ﹤0.01% 1753
2016
Q2 		$204K Buy
10,294
+2,285
+29% +$45K ﹤0.01% 1671
2016
Q1 		$159K Buy
8,009
+1,859
+30% +$36.3K ﹤0.01% 1762
2015
Q4 		$117K Buy
6,150
+2,771
+82% +$53K ﹤0.01% 1942
2015
Q3 		$64K Buy
3,379
+634
+23% +$12.1K ﹤0.01% 2299
2015
Q2 		$52K Sell
2,745
-109
-4% -$2.1K ﹤0.01% 2554
2015
Q1 		$55K Buy
2,854
+10
+0.4% +$193 ﹤0.01% 2483
2014
Q4 		$55K Buy
2,844
+1,651
+138% +$31.6K ﹤0.01% 2297
2014
Q3 		$23K Buy
1,193
+42
+4% +$816 ﹤0.01% 2534
2014
Q2 		$23K Sell
1,151
-291
-20% -$5.76K ﹤0.01% 2540
2014
Q1 		$28K Hold
1,442
– – ﹤0.01% 2340
2013
Q4 		$28K Hold
1,442
– – ﹤0.01% 2314
2013
Q3 		$29K Hold
1,442
– – ﹤0.01% 2203
2013
Q2 		$29K Buy
+1,442
New +$30.9K ﹤0.01% 2091

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BKT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its BlackRock Income Trust (BKT) stake by 2.4% in Q4 2019, buying an estimated $10.6K and bringing the position to 24,583 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Ladenburg Thalmann Financial Services first reported a position in BKT in Q2 2013 and has held it in 27 quarters since. The position peaked at $645K in Q4 2016. 76 funds tracked by Wall St. Rank hold BKT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 24,583 shares of BlackRock Income Trust worth $446K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 582 BlackRock Income Trust shares in Q4 2019, an estimated $10.6K.
  • BlackRock Income Trust made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1901 holding.
  • Ladenburg Thalmann Financial Services first reported a position in BlackRock Income Trust in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's BlackRock Income Trust position peaked at $645K in Q4 2016.
  • 76 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.