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Pathstone Family Office’s BlackRock Income Trust BKT Stock Holding History

Pathstone Family Office’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
-1,710
Closed -$34K – 218
2013
Q3 		$34K Buy
+1,710
New +$33.4K 0.15% 98

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KIM
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1CP
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Pathstone Family Office's BKT Position: Q4 2013 in Review

Pathstone Family Office sold out of BlackRock Income Trust (BKT) in Q4 2013, closing a stake of 1,710 shares — an estimated $34K sold.

Pathstone Family Office first reported a position in BKT in Q3 2013 and held it in 1 quarter. The position peaked at $34K in Q3 2013. 57 funds tracked by Wall St. Rank hold BKT as of Q4 2013.

  • Pathstone Family Office reported no remaining BlackRock Income Trust position as of Q4 2013 after selling out during the quarter.
  • Pathstone Family Office sold 1,710 BlackRock Income Trust shares in Q4 2013, an estimated $34K.
  • Pathstone Family Office first reported a position in BlackRock Income Trust in Q3 2013 and held it in 1 quarter.
  • Pathstone Family Office's BlackRock Income Trust position peaked at $34K in Q3 2013.
  • 57 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2013.

Based on Pathstone Family Office's 13F filing for Q4 2013, filed 4 Feb 2014.