MA
BKT icon

Mutual Advisors’s BlackRock Income Trust BKT Stock Holding History

Mutual Advisors’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 		– Sell
-4,449
Closed -$85K – 870
2021
Q2 		$85K Sell
4,449
-446
-9% -$8.31K 0.01% 815
2021
Q1 		$90K Sell
4,895
-1,821
-27% -$33.3K 0.01% 755
2020
Q4 		$122K Sell
6,716
-2,300
-26% -$42.1K 0.01% 719
2020
Q3 		$165K Hold
9,016
– – 0.01% 645
2020
Q2 		$167K Buy
+9,016
New +$165K 0.02% 615

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return
HC
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

Mutual Advisors's BKT Position: Q3 2021 in Review

Mutual Advisors sold out of BlackRock Income Trust (BKT) in Q3 2021, closing a stake of 4,449 shares — an estimated $85K sold.

Mutual Advisors first reported a position in BKT in Q2 2020 and held it in 5 quarters. The position peaked at $167K in Q2 2020. 80 funds tracked by Wall St. Rank hold BKT as of Q3 2021.

  • Mutual Advisors reported no remaining BlackRock Income Trust position as of Q3 2021 after selling out during the quarter.
  • Mutual Advisors sold 4,449 BlackRock Income Trust shares in Q3 2021, an estimated $85K.
  • Mutual Advisors first reported a position in BlackRock Income Trust in Q2 2020 and held it in 5 quarters.
  • Mutual Advisors's BlackRock Income Trust position peaked at $167K in Q2 2020.
  • 80 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2021.

Based on Mutual Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.