Sigma Planning Corp’s BlackRock Income Trust BKT Stock Holding History

Sigma Planning Corp’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 Q1	–	Sell	-17,536	Closed	-$297K	–	945
2018 Q4	$297K	Buy	+17,536	New	+$298K	0.02%	603
2016 Q4	–	Sell	-6,453	Closed	-$125K	–	744
2016 Q3	$125K	Hold	6,453	–	–	0.01%	702
2016 Q2	$128K	Sell	6,453 -1,650	-20%	-$32.5K	0.02%	656
2016 Q1	$161K	Buy	+8,103	New	+$158K	0.02%	630

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sigma Planning Corp's BKT Position: Q1 2019 in Review

Sigma Planning Corp sold out of BlackRock Income Trust (BKT) in Q1 2019, closing a stake of 17,536 shares — an estimated $297K sold.

Sigma Planning Corp first reported a position in BKT in Q1 2016 and held it in 4 quarters. The position peaked at $297K in Q4 2018. 65 funds tracked by Wall St. Rank hold BKT as of Q1 2019.

Sigma Planning Corp reported no remaining BlackRock Income Trust position as of Q1 2019 after selling out during the quarter.
Sigma Planning Corp sold 17,536 BlackRock Income Trust shares in Q1 2019, an estimated $297K.
Sigma Planning Corp first reported a position in BlackRock Income Trust in Q1 2016 and held it in 4 quarters.
Sigma Planning Corp's BlackRock Income Trust position peaked at $297K in Q4 2018.
65 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2019.

Based on Sigma Planning Corp's 13F filing for Q1 2019, filed 1 May 2019.