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Moors & Cabot’s BlackRock Income Trust BKT Stock Holding History

Moors & Cabot’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
2024
Q2 		– Sell
-30,469
Closed -$363K – 873
2024
Q1 		$363K Buy
30,469
+10,000
+49% +$120K 0.02% 607
2023
Q4 		$249K Buy
+20,469
New +$234K 0.02% 682

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moors & Cabot's BKT Position: Q2 2024 in Review

Moors & Cabot sold out of BlackRock Income Trust (BKT) in Q2 2024, closing a stake of 30,469 shares — an estimated $363K sold.

Moors & Cabot first reported a position in BKT in Q4 2023 and held it in 2 quarters. The position peaked at $363K in Q1 2024. 54 funds tracked by Wall St. Rank hold BKT as of Q2 2024.

  • Moors & Cabot reported no remaining BlackRock Income Trust position as of Q2 2024 after selling out during the quarter.
  • Moors & Cabot sold 30,469 BlackRock Income Trust shares in Q2 2024, an estimated $363K.
  • Moors & Cabot first reported a position in BlackRock Income Trust in Q4 2023 and held it in 2 quarters.
  • Moors & Cabot's BlackRock Income Trust position peaked at $363K in Q1 2024.
  • 54 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2024.

Based on Moors & Cabot's 13F filing for Q2 2024, filed 9 Aug 2024.