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Searle & Co’s BlackRock Income Trust BKT Stock Holding History

Searle & Co’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
2015
Q2 		– Sell
-3,785
Closed -$72K – 329
2015
Q1 		$72K Hold
3,785
– – 0.06% 148
2014
Q4 		$72K Buy
+3,785
New +$72.5K 0.06% 169

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Searle & Co's BKT Position: Q2 2015 in Review

Searle & Co sold out of BlackRock Income Trust (BKT) in Q2 2015, closing a stake of 3,785 shares — an estimated $72K sold.

Searle & Co first reported a position in BKT in Q4 2014 and held it in 2 quarters. The position peaked at $72K in Q1 2015. 57 funds tracked by Wall St. Rank hold BKT as of Q2 2015.

  • Searle & Co reported no remaining BlackRock Income Trust position as of Q2 2015 after selling out during the quarter.
  • Searle & Co sold 3,785 BlackRock Income Trust shares in Q2 2015, an estimated $72K.
  • Searle & Co first reported a position in BlackRock Income Trust in Q4 2014 and held it in 2 quarters.
  • Searle & Co's BlackRock Income Trust position peaked at $72K in Q1 2015.
  • 57 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2015.

Based on Searle & Co's 13F filing for Q2 2015, filed 29 Sep 2015.