Marino Stram & Associates’s BlackRock Income Trust BKT Stock Holding History

Marino Stram & Associates’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 Q2	–	Sell	-285	Closed	-$5K	–	136
2019 Q1	$5K	Buy	285 +5	+2%	+$88	﹤0.01%	356
2018 Q4	$5K	Buy	280 +5	+2%	+$85	﹤0.01%	329
2018 Q3	$5K	Buy	275 +5	+2%	+$87	﹤0.01%	348
2018 Q2	$5K	Buy	270 +3	+1%	+$52	﹤0.01%	343
2018 Q1	$5K	Buy	267 +4	+2%	+$71	﹤0.01%	373
2017 Q4	$5K	Buy	+263	New	+$4.89K	﹤0.01%	375

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

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

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

1CP

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marino Stram & Associates's BKT Position: Q2 2019 in Review

Marino Stram & Associates sold out of BlackRock Income Trust (BKT) in Q2 2019, closing a stake of 285 shares — an estimated $5K sold.

Marino Stram & Associates first reported a position in BKT in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q1 2019. 71 funds tracked by Wall St. Rank hold BKT as of Q2 2019.

Marino Stram & Associates reported no remaining BlackRock Income Trust position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 285 BlackRock Income Trust shares in Q2 2019, an estimated $5K.
Marino Stram & Associates first reported a position in BlackRock Income Trust in Q4 2017 and held it in 6 quarters.
Marino Stram & Associates's BlackRock Income Trust position peaked at $5K in Q1 2019.
71 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.