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Sanders Morris Harris’s BlackRock Income Trust BKT Stock Holding History

Sanders Morris Harris’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
2019
Q4 		– Sell
-7,320
Closed -$133K – 286
2019
Q3 		$133K Buy
+7,320
New +$133K 0.03% 268

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sanders Morris Harris's BKT Position: Q4 2019 in Review

Sanders Morris Harris sold out of BlackRock Income Trust (BKT) in Q4 2019, closing a stake of 7,320 shares — an estimated $133K sold.

Sanders Morris Harris first reported a position in BKT in Q3 2019 and held it in 1 quarter. The position peaked at $133K in Q3 2019. 76 funds tracked by Wall St. Rank hold BKT as of Q4 2019.

  • Sanders Morris Harris reported no remaining BlackRock Income Trust position as of Q4 2019 after selling out during the quarter.
  • Sanders Morris Harris sold 7,320 BlackRock Income Trust shares in Q4 2019, an estimated $133K.
  • Sanders Morris Harris first reported a position in BlackRock Income Trust in Q3 2019 and held it in 1 quarter.
  • Sanders Morris Harris's BlackRock Income Trust position peaked at $133K in Q3 2019.
  • 76 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2019.

Based on Sanders Morris Harris's 13F filing for Q4 2019, filed 9 Jan 2020.