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

Newgate 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
2013
Q4 		– Sell
-190,458
Closed -$3.81M – 111
2013
Q3 		$3.81M Buy
190,458
+49,733
+35% +$973K 0.67% 51
2013
Q2 		$2.89M Buy
+140,725
New +$3.02M 0.4% 88

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GC
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Newgate Capital Management's BKT Position: Q4 2013 in Review

Newgate Capital Management sold out of BlackRock Income Trust (BKT) in Q4 2013, closing a stake of 190,458 shares — an estimated $3.81M sold.

Newgate Capital Management first reported a position in BKT in Q2 2013 and held it in 2 quarters. The position peaked at $3.81M in Q3 2013. 57 funds tracked by Wall St. Rank hold BKT as of Q4 2013.

  • Newgate Capital Management reported no remaining BlackRock Income Trust position as of Q4 2013 after selling out during the quarter.
  • Newgate Capital Management sold 190,458 BlackRock Income Trust shares in Q4 2013, an estimated $3.81M.
  • Newgate Capital Management first reported a position in BlackRock Income Trust in Q2 2013 and held it in 2 quarters.
  • Newgate Capital Management's BlackRock Income Trust position peaked at $3.81M in Q3 2013.
  • 57 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2013.

Based on Newgate Capital Management's 13F filing for Q4 2013, filed 16 Jan 2014.