Moisand Fitzgerald Tamayo’s BlackRock Income Trust BKT Stock Holding History

Moisand Fitzgerald Tamayo’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 Q1	–	Sell	-833	Closed	-$15K	–	257
2019 Q4	$15K	Hold	833	–	–	0.01%	177
2019 Q3	$15K	Hold	833	–	–	0.01%	174
2019 Q2	$15K	Hold	833	–	–	0.01%	171
2019 Q1	$15K	Hold	833	–	–	0.01%	174
2018 Q4	$14K	Hold	833	–	–	0.01%	173
2018 Q3	$14K	Hold	833	–	–	0.01%	194
2018 Q2	$15K	Hold	833	–	–	0.01%	173
2018 Q1	$15K	Hold	833	–	–	0.01%	179
2017 Q4	$15K	Hold	833	–	–	0.01%	171
2017 Q3	$16K	Buy	+833	New	+$15.8K	0.01%	179

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

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

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

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

IWA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

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

RJFSA

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

Moisand Fitzgerald Tamayo's BKT Position: Q1 2020 in Review

Moisand Fitzgerald Tamayo sold out of BlackRock Income Trust (BKT) in Q1 2020, closing a stake of 833 shares — an estimated $15K sold.

Moisand Fitzgerald Tamayo first reported a position in BKT in Q3 2017 and held it in 10 quarters. The position peaked at $16K in Q3 2017. 75 funds tracked by Wall St. Rank hold BKT as of Q1 2020.

Moisand Fitzgerald Tamayo reported no remaining BlackRock Income Trust position as of Q1 2020 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 833 BlackRock Income Trust shares in Q1 2020, an estimated $15K.
Moisand Fitzgerald Tamayo first reported a position in BlackRock Income Trust in Q3 2017 and held it in 10 quarters.
Moisand Fitzgerald Tamayo's BlackRock Income Trust position peaked at $16K in Q3 2017.
75 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2020.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2020, filed 13 May 2020.