McGowan Group Asset Management’s BlackRock Income Trust BKT Stock Holding History

McGowan Group Asset 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 Q4	–	Sell	-190,353	Closed	-$3.48M	–	100
2020 Q3	$3.48M	Buy	190,353 +37,808	+25%	+$699K	0.66%	31
2020 Q2	$2.82M	Buy	+152,545	New	+$2.79M	0.53%	34

Other funds holding BKT

SIA

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

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

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

RJFSA

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

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

IWA

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

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

HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return

VRM

Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return

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

McGowan Group Asset Management's BKT Position: Q4 2020 in Review

McGowan Group Asset Management sold out of BlackRock Income Trust (BKT) in Q4 2020, closing a stake of 190,353 shares — an estimated $3.48M sold.

McGowan Group Asset Management first reported a position in BKT in Q2 2020 and held it in 2 quarters. The position peaked at $3.48M in Q3 2020. 75 funds tracked by Wall St. Rank hold BKT as of Q4 2020.

McGowan Group Asset Management reported no remaining BlackRock Income Trust position as of Q4 2020 after selling out during the quarter.
McGowan Group Asset Management sold 190,353 BlackRock Income Trust shares in Q4 2020, an estimated $3.48M.
McGowan Group Asset Management first reported a position in BlackRock Income Trust in Q2 2020 and held it in 2 quarters.
McGowan Group Asset Management's BlackRock Income Trust position peaked at $3.48M in Q3 2020.
75 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2020.

Based on McGowan Group Asset Management's 13F filing for Q4 2020, filed 10 Feb 2021.