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Regal Investment Advisors’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Regal Investment Advisors’s Portfolio BGT Stock Details BGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-203
Closed -$3K – 830
2013
Q3 		$3K Sell
203
-20
-9% -$292 ﹤0.01% 753
2013
Q2 		$3K Buy
+223
New +$3.47K ﹤0.01% 745

Other funds holding BGT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Regal Investment Advisors's BGT Position: Q4 2013 in Review

Regal Investment Advisors sold out of BlackRock Floating Rate Income Trust (BGT) in Q4 2013, closing a stake of 203 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in BGT in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 46 funds tracked by Wall St. Rank hold BGT as of Q4 2013.

  • Regal Investment Advisors reported no remaining BlackRock Floating Rate Income Trust position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 203 BlackRock Floating Rate Income Trust shares in Q4 2013, an estimated $3K.
  • Regal Investment Advisors first reported a position in BlackRock Floating Rate Income Trust in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's BlackRock Floating Rate Income Trust position peaked at $3K in Q3 2013.
  • 46 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.