WA
BKT icon

WFG Advisors’s BlackRock Income Trust BKT Stock Holding History

WFG 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
Q2 		$375K Buy
19,612
+1,072
+6% +$20.1K 0.08% 250
2017
Q1 		$344K Sell
18,540
-2,225
-11% -$41.5K 0.09% 235
2016
Q4 		$394K Buy
20,765
+479
+2% +$9.07K 0.1% 237
2016
Q3 		$394K Sell
20,286
-42,653
-68% -$842K 0.1% 214
2016
Q2 		$1.25M Sell
62,939
-137,120
-69% -$2.7M 0.33% 77
2016
Q1 		$3.98M Sell
200,059
-18,399
-8% -$359K 1.15% 15
2015
Q4 		$4.18M Sell
218,458
-6,831
-3% -$131K 1.25% 12
2015
Q3 		$4.26M Sell
225,289
-484
-0.2% -$9.22K 1.33% 8
2015
Q2 		$4.28M Buy
225,773
+61,582
+38% +$1.19M 1.18% 9
2015
Q1 		$3.16M Buy
164,191
+6,238
+4% +$120K 0.88% 17
2014
Q4 		$3.03M Sell
157,953
-41,642
-21% -$798K 0.61% 22
2014
Q3 		$3.8M Buy
199,595
+18,859
+10% +$367K 0.72% 14
2014
Q2 		$3.6M Buy
180,736
+3,701
+2% +$73.3K 0.67% 15
2014
Q1 		$3.46M Buy
177,035
+22,317
+14% +$438K 0.7% 16
2013
Q4 		$3.01M Buy
154,718
+1,618
+1% +$31.8K 0.43% 42
2013
Q3 		$3.06M Sell
153,100
-22,709
-13% -$444K 0.47% 38
2013
Q2 		$3.61M Buy
+175,809
New +$3.77M 0.6% 25

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WFG Advisors's BKT Position: Q2 2017 in Review

WFG Advisors increased its BlackRock Income Trust (BKT) stake by 5.8% in Q2 2017, buying an estimated $20.1K and bringing the position to 19,612 shares worth $375K. The position accounts for 0.08% of the portfolio, ranked #250.

WFG Advisors first reported a position in BKT in Q2 2013 and has held it in 17 quarters since. The position peaked at $4.28M in Q2 2015. 63 funds tracked by Wall St. Rank hold BKT as of Q2 2017.

  • WFG Advisors held 19,612 shares of BlackRock Income Trust worth $375K as of Q2 2017.
  • WFG Advisors bought 1,072 BlackRock Income Trust shares in Q2 2017, an estimated $20.1K.
  • BlackRock Income Trust made up 0.08% of WFG Advisors's portfolio in Q2 2017, its #250 holding.
  • WFG Advisors first reported a position in BlackRock Income Trust in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's BlackRock Income Trust position peaked at $4.28M in Q2 2015.
  • 63 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.