VWA
BKT icon

V Wealth Advisors’s BlackRock Income Trust BKT Stock Holding History

V Wealth Advisors’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
Q3 		– Sell
-833
Closed -$16K – 251
2017
Q2 		$16K Buy
+833
New +$15.7K 0.01% 487

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
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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

V Wealth Advisors's BKT Position: Q3 2017 in Review

V Wealth Advisors sold out of BlackRock Income Trust (BKT) in Q3 2017, closing a stake of 833 shares — an estimated $16K sold.

V Wealth Advisors first reported a position in BKT in Q2 2017 and held it in 1 quarter. The position peaked at $16K in Q2 2017. 65 funds tracked by Wall St. Rank hold BKT as of Q3 2017.

  • V Wealth Advisors reported no remaining BlackRock Income Trust position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 833 BlackRock Income Trust shares in Q3 2017, an estimated $16K.
  • V Wealth Advisors first reported a position in BlackRock Income Trust in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's BlackRock Income Trust position peaked at $16K in Q2 2017.
  • 65 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.