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Money Concepts Capital’s BlackRock Income Trust BKT Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-15,871
Closed -$196K – 740
2022
Q4 		$196K Buy
+15,871
New +$196K 0.01% 694
2022
Q2 		– Sell
-550
Closed -$8K – 1567
2022
Q1 		$8K Buy
+550
New +$8.63K ﹤0.01% 2017

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Money Concepts Capital's BKT Position: Q1 2023 in Review

Money Concepts Capital sold out of BlackRock Income Trust (BKT) in Q1 2023, closing a stake of 15,871 shares — an estimated $196K sold.

Money Concepts Capital first reported a position in BKT in Q1 2022 and held it in 2 quarters. The position peaked at $196K in Q4 2022. 63 funds tracked by Wall St. Rank hold BKT as of Q1 2023.

  • Money Concepts Capital reported no remaining BlackRock Income Trust position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 15,871 BlackRock Income Trust shares in Q1 2023, an estimated $196K.
  • Money Concepts Capital first reported a position in BlackRock Income Trust in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's BlackRock Income Trust position peaked at $196K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.