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Shepherd Kaplan Krochuk’s BlackRock Income Trust BKT Stock Holding History

Shepherd Kaplan Krochuk’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
Q3 		– Sell
-12,197
Closed -$250K – 591
2013
Q2 		$250K Buy
+12,197
New +$261K 0.05% 357

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Shepherd Kaplan Krochuk's BKT Position: Q3 2013 in Review

Shepherd Kaplan Krochuk sold out of BlackRock Income Trust (BKT) in Q3 2013, closing a stake of 12,197 shares — an estimated $250K sold.

Shepherd Kaplan Krochuk first reported a position in BKT in Q2 2013 and held it in 1 quarter. The position peaked at $250K in Q2 2013. 57 funds tracked by Wall St. Rank hold BKT as of Q3 2013.

  • Shepherd Kaplan Krochuk reported no remaining BlackRock Income Trust position as of Q3 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 12,197 BlackRock Income Trust shares in Q3 2013, an estimated $250K.
  • Shepherd Kaplan Krochuk first reported a position in BlackRock Income Trust in Q2 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's BlackRock Income Trust position peaked at $250K in Q2 2013.
  • 57 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2013, filed 14 Nov 2013.