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

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return