Mid Atlantic Financial Management’s BlackRock Income Trust BKT Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$106K	Sell	5,811 -400	-6%	-$7.64K	0.01%	887
2021 Q2	$118K	Buy	6,211 +2,300	+59%	+$42.8K	0.01%	893
2021 Q1	$72K	Buy	+3,911	New	+$71.5K	0.01%	838
2020 Q2	–	Sell	-3,633	Closed	-$63K	–	750
2020 Q1	$63K	Sell	3,633 -1,934	-35%	-$34.9K	0.01%	649
2019 Q4	$101K	Buy	5,567 +1,567	+39%	+$28.5K	0.01%	693
2019 Q3	$73K	Buy	+4,000	New	+$72.5K	0.01%	670

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

RJFSA

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

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

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

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

VRM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Mid Atlantic Financial Management's BKT Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its BlackRock Income Trust (BKT) stake by 6.4% in Q3 2021, selling an estimated $7.64K and leaving 5,811 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #887.

Mid Atlantic Financial Management first reported a position in BKT in Q3 2019 and has held it in 6 quarters since. The position peaked at $118K in Q2 2021. 80 funds tracked by Wall St. Rank hold BKT as of Q3 2021.

Mid Atlantic Financial Management held 5,811 shares of BlackRock Income Trust worth $106K as of Q3 2021.
Mid Atlantic Financial Management sold 400 BlackRock Income Trust shares in Q3 2021, an estimated $7.64K.
BlackRock Income Trust made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #887 holding.
Mid Atlantic Financial Management first reported a position in BlackRock Income Trust in Q3 2019 and has held it in 6 quarters since.
Mid Atlantic Financial Management's BlackRock Income Trust position peaked at $118K in Q2 2021.
80 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.