Mercer Capital Advisers’s BlackRock Income Trust BKT Stock Holding History

Mercer Capital Advisers’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	-1,833	Closed	-$34K	–	157
2020 Q3	$34K	Hold	1,833	–	–	0.02%	151
2020 Q2	$34K	Hold	1,833	–	–	0.02%	144
2020 Q1	$32K	Hold	1,833	–	–	0.02%	142
2019 Q4	$33K	Hold	1,833	–	–	0.02%	156
2019 Q3	$33K	Hold	1,833	–	–	0.02%	157
2019 Q2	$33K	Hold	1,833	–	–	0.02%	160
2019 Q1	$32K	Hold	1,833	–	–	0.02%	161
2018 Q4	$31K	Hold	1,833	–	–	0.02%	159
2018 Q3	$31K	Buy	+1,833	New	+$31.7K	0.02%	163

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 $342M AUM 19.83% 1-Year Est. Return

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

Mercer Capital Advisers's BKT Position: Q4 2020 in Review

Mercer Capital Advisers sold out of BlackRock Income Trust (BKT) in Q4 2020, closing a stake of 1,833 shares — an estimated $34K sold.

Mercer Capital Advisers first reported a position in BKT in Q3 2018 and held it in 9 quarters. The position peaked at $34K in Q3 2020. 75 funds tracked by Wall St. Rank hold BKT as of Q4 2020.

Mercer Capital Advisers reported no remaining BlackRock Income Trust position as of Q4 2020 after selling out during the quarter.
Mercer Capital Advisers sold 1,833 BlackRock Income Trust shares in Q4 2020, an estimated $34K.
Mercer Capital Advisers first reported a position in BlackRock Income Trust in Q3 2018 and held it in 9 quarters.
Mercer Capital Advisers's BlackRock Income Trust position peaked at $34K in Q3 2020.
75 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2020.

Based on Mercer Capital Advisers's 13F filing for Q4 2020, filed 28 Jan 2021.