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Point View Wealth Management’s BlackRock Income Trust BKT Stock Holding History

Point View Wealth 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
2020
Q4 		$158K Hold
8,685
– – 0.06% 258
2020
Q3 		$159K Hold
8,685
– – 0.08% 242
2020
Q2 		$161K Hold
8,685
– – 0.08% 241
2020
Q1 		$150K Hold
8,685
– – 0.08% 227
2019
Q4 		$158K Hold
8,685
– – 0.07% 259
2019
Q3 		$158K Hold
8,685
– – 0.07% 247
2019
Q2 		$158K Sell
8,685
-1,579
-15% -$28.3K 0.07% 252
2019
Q1 		$183K Hold
10,264
– – 0.08% 246
2018
Q4 		$174K Hold
10,264
– – 0.09% 230
2018
Q3 		$176K Sell
10,264
-1,060
-9% -$18.3K 0.08% 249
2018
Q2 		$198K Hold
11,324
– – 0.09% 235
2018
Q1 		$199K Hold
11,324
– – 0.1% 232
2017
Q4 		$210K Hold
11,324
– – 0.1% 228
2017
Q3 		$214K Hold
11,324
– – 0.1% 225
2017
Q2 		$216K Sell
11,324
-393
-3% -$7.39K 0.11% 217
2017
Q1 		$218K Buy
11,717
+2,085
+22% +$38.9K 0.11% 214
2016
Q4 		$183K Hold
9,632
– – 0.11% 220
2016
Q3 		$187K Buy
9,632
+151
+2% +$2.98K 0.11% 212
2016
Q2 		$189K Hold
9,481
– – 0.11% 212
2016
Q1 		$189K Sell
9,481
-857
-8% -$16.7K 0.12% 204
2015
Q4 		$198K Hold
10,338
– – 0.14% 186
2015
Q3 		$196K Sell
10,338
-434
-4% -$8.27K 0.16% 172
2015
Q2 		$204K Sell
10,772
-172
-2% -$3.31K 0.16% 170
2015
Q1 		$211K Hold
10,944
– – 0.16% 171
2014
Q4 		$210K Sell
10,944
-78
-0.7% -$1.5K 0.16% 166
2014
Q3 		$210K Buy
11,022
+127
+1% +$2.47K 0.18% 163
2014
Q2 		$217K Buy
10,895
+255
+2% +$5.05K 0.19% 165
2014
Q1 		$208K Buy
10,640
+571
+6% +$11.2K 0.19% 160
2013
Q4 		$196K Buy
+10,069
New +$198K 0.19% 157

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Point View Wealth Management's BKT Position: Q4 2020 in Review

Point View Wealth Management held its BlackRock Income Trust (BKT) position steady in Q4 2020 at 8,685 shares worth $158K. The position accounts for 0.06% of the portfolio, ranked #258.

Point View Wealth Management first reported a position in BKT in Q4 2013 and has held it in 29 quarters since. The position peaked at $218K in Q1 2017. 75 funds tracked by Wall St. Rank hold BKT as of Q4 2020.

  • Point View Wealth Management held 8,685 shares of BlackRock Income Trust worth $158K as of Q4 2020.
  • Point View Wealth Management left its BlackRock Income Trust share count unchanged in Q4 2020.
  • BlackRock Income Trust made up 0.06% of Point View Wealth Management's portfolio in Q4 2020, its #258 holding.
  • Point View Wealth Management first reported a position in BlackRock Income Trust in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's BlackRock Income Trust position peaked at $218K in Q1 2017.
  • 75 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.