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Next Financial Group’s BlackRock Income Trust BKT Stock Holding History

Next Financial Group’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
Q1 		– Sell
-50
Closed -$1K – 1905
2016
Q4 		$1K Hold
50
– – ﹤0.01% 2257
2016
Q3 		$1K Buy
+50
New +$987 ﹤0.01% 2248

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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's BKT Position: Q1 2017 in Review

Next Financial Group sold out of BlackRock Income Trust (BKT) in Q1 2017, closing a stake of 50 shares — an estimated $1K sold.

Next Financial Group first reported a position in BKT in Q3 2016 and held it in 2 quarters. The position peaked at $1K in Q4 2016. 58 funds tracked by Wall St. Rank hold BKT as of Q1 2017.

  • Next Financial Group reported no remaining BlackRock Income Trust position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 50 BlackRock Income Trust shares in Q1 2017, an estimated $1K.
  • Next Financial Group first reported a position in BlackRock Income Trust in Q3 2016 and held it in 2 quarters.
  • Next Financial Group's BlackRock Income Trust position peaked at $1K in Q4 2016.
  • 58 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.