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USCA RIA’s BlackRock Income Trust BKT Stock Holding History

USCA RIA’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
2017
Q4 		– Sell
-48,125
Closed -$920K – 434
2017
Q3 		$920K Hold
48,125
– – 0.12% 195
2017
Q2 		$920K Buy
48,125
+3,758
+8% +$70.6K 0.12% 196
2017
Q1 		$824K Hold
44,367
– – 0.12% 203
2016
Q4 		$843K Buy
44,367
+40,334
+1,000% +$764K 0.13% 185
2016
Q3 		$78K Hold
4,033
– – 0.01% 372
2016
Q2 		$80K Sell
4,033
-500
-11% -$9.85K 0.01% 361
2016
Q1 		$90K Buy
+4,533
New +$88.6K 0.02% 344

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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

USCA RIA's BKT Position: Q4 2017 in Review

USCA RIA sold out of BlackRock Income Trust (BKT) in Q4 2017, closing a stake of 48,125 shares — an estimated $920K sold.

USCA RIA first reported a position in BKT in Q1 2016 and held it in 7 quarters. The position peaked at $920K in Q3 2017. 67 funds tracked by Wall St. Rank hold BKT as of Q4 2017.

  • USCA RIA reported no remaining BlackRock Income Trust position as of Q4 2017 after selling out during the quarter.
  • USCA RIA sold 48,125 BlackRock Income Trust shares in Q4 2017, an estimated $920K.
  • USCA RIA first reported a position in BlackRock Income Trust in Q1 2016 and held it in 7 quarters.
  • USCA RIA's BlackRock Income Trust position peaked at $920K in Q3 2017.
  • 67 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2017.

Based on USCA RIA's 13F filing for Q4 2017, filed 9 Feb 2018.