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Narwhal Capital Management’s BlackRock Income Trust BKT Stock Holding History

Narwhal Capital Management’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
2019
Q4 		– Sell
-4,308
Closed -$79K – 140
2019
Q3 		$79K Sell
4,308
-759
-15% -$13.8K 0.02% 136
2019
Q2 		$92K Sell
5,067
-555
-10% -$9.94K 0.02% 132
2019
Q1 		$100K Buy
+5,622
New +$98.7K 0.02% 139

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KIM
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Narwhal Capital Management's BKT Position: Q4 2019 in Review

Narwhal Capital Management sold out of BlackRock Income Trust (BKT) in Q4 2019, closing a stake of 4,308 shares — an estimated $79K sold.

Narwhal Capital Management first reported a position in BKT in Q1 2019 and held it in 3 quarters. The position peaked at $100K in Q1 2019. 76 funds tracked by Wall St. Rank hold BKT as of Q4 2019.

  • Narwhal Capital Management reported no remaining BlackRock Income Trust position as of Q4 2019 after selling out during the quarter.
  • Narwhal Capital Management sold 4,308 BlackRock Income Trust shares in Q4 2019, an estimated $79K.
  • Narwhal Capital Management first reported a position in BlackRock Income Trust in Q1 2019 and held it in 3 quarters.
  • Narwhal Capital Management's BlackRock Income Trust position peaked at $100K in Q1 2019.
  • 76 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2019.

Based on Narwhal Capital Management's 13F filing for Q4 2019, filed 31 Jan 2020.