WealthPLAN Partners’s BlackRock Income Trust BKT Stock Holding History

WealthPLAN Partners’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
2016 Q3	–	Sell	-2,088	Closed	-$42	–	964
2016 Q2	$42	Buy	+2,088	New	+$41.1K	﹤0.01%	2455
2015 Q4	$80	Buy	+4,177	New	+$79.8K	﹤0.01%	1643
2015 Q2	$40K	Hold	2,088	–	–	0.02%	196
2015 Q1	$40K	Buy	+2,088	New	+$40.3K	0.02%	263

Other funds holding BKT

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's BKT Position: Q3 2016 in Review

WealthPLAN Partners sold out of BlackRock Income Trust (BKT) in Q3 2016, closing a stake of 2,088 shares — an estimated $42 sold.

WealthPLAN Partners first reported a position in BKT in Q1 2015 and held it in 4 quarters. The position peaked at $40K in Q2 2015. 67 funds tracked by Wall St. Rank hold BKT as of Q3 2016.

WealthPLAN Partners reported no remaining BlackRock Income Trust position as of Q3 2016 after selling out during the quarter.
WealthPLAN Partners sold 2,088 BlackRock Income Trust shares in Q3 2016, an estimated $42.
WealthPLAN Partners first reported a position in BlackRock Income Trust in Q1 2015 and held it in 4 quarters.
WealthPLAN Partners's BlackRock Income Trust position peaked at $40K in Q2 2015.
67 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.