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MUFG Americas’s BlackRock Income Trust BKT Stock Holding History

MUFG Americas’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
2017
Q4 		– Sell
-1,067
Closed -$20K – 1066
2017
Q3 		$20K Buy
+1,067
New +$20.2K ﹤0.01% 735
2015
Q2 		– Sell
-290
Closed -$6K – 1150
2015
Q1 		$6K Buy
290
+104
+56% +$2.01K ﹤0.01% 984
2014
Q4 		$4K Sell
186
-48
-21% -$920 ﹤0.01% 1112
2014
Q3 		$4K Buy
234
+3
+1% +$58 ﹤0.01% 1113
2014
Q2 		$5K Buy
231
+3
+1% +$59 ﹤0.01% 1016
2014
Q1 		$4K Buy
228
+34
+18% +$667 ﹤0.01% 984
2013
Q4 		$4K Sell
194
-1,364
-88% -$26.8K ﹤0.01% 987
2013
Q3 		$31K Hold
1,558
– – ﹤0.01% 793
2013
Q2 		$32K Buy
+1,558
New +$33.4K ﹤0.01% 1223

Other funds holding BKT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MUFG Americas's BKT Position: Q4 2017 in Review

MUFG Americas sold out of BlackRock Income Trust (BKT) in Q4 2017, closing a stake of 1,067 shares — an estimated $20K sold.

MUFG Americas first reported a position in BKT in Q2 2013 and held it in 9 quarters. The position peaked at $32K in Q2 2013. 67 funds tracked by Wall St. Rank hold BKT as of Q4 2017.

  • MUFG Americas reported no remaining BlackRock Income Trust position as of Q4 2017 after selling out during the quarter.
  • MUFG Americas sold 1,067 BlackRock Income Trust shares in Q4 2017, an estimated $20K.
  • MUFG Americas first reported a position in BlackRock Income Trust in Q2 2013 and held it in 9 quarters.
  • MUFG Americas's BlackRock Income Trust position peaked at $32K in Q2 2013.
  • 67 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2017.

Based on MUFG Americas's 13F filing for Q4 2017, filed 8 Feb 2018.