Whitener Capital Management’s BlackRock Income Trust BKT Stock Holding History

Whitener Capital Management’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
2021 Q4	–	Sell	-18,067	Closed	-$328K	–	147
2021 Q3	$328K	Buy	18,067 +974	+6%	+$18.6K	0.15%	100
2021 Q2	$325K	Sell	17,093 -567	-3%	-$10.6K	0.13%	114
2021 Q1	$323K	Sell	17,660 -407	-2%	-$7.45K	0.14%	110
2020 Q4	$328K	Sell	18,067 -333	-2%	-$6.09K	0.15%	101
2020 Q3	$336K	Sell	18,400 -73	-0.4%	-$1.35K	0.16%	93
2020 Q2	$341K	Hold	18,473	–	–	0.18%	95
2020 Q1	$319K	Sell	18,473 -307	-2%	-$5.54K	0.21%	87
2019 Q4	$340K	Hold	18,780	–	–	0.18%	101
2019 Q3	$342K	Hold	18,780	–	–	0.19%	98
2019 Q2	$340K	Buy	18,780 +223	+1%	+$3.99K	0.19%	98
2019 Q1	$331K	Hold	18,557	–	–	0.22%	94
2018 Q4	$313K	Buy	18,557 +487	+3%	+$8.27K	0.23%	94
2018 Q3	$310K	Sell	18,070 -2,330	-11%	-$40.3K	0.2%	99
2018 Q2	$356K	Buy	20,400 +3,360	+20%	+$58.2K	0.28%	90
2018 Q1	$300K	Buy	17,040 +7,637	+81%	+$136K	0.23%	95
2017 Q4	$174K	Buy	+9,403	New	+$175K	0.15%	118

Other funds holding BKT

SIA

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Whitener Capital Management's BKT Position: Q4 2021 in Review

Whitener Capital Management sold out of BlackRock Income Trust (BKT) in Q4 2021, closing a stake of 18,067 shares — an estimated $328K sold.

Whitener Capital Management first reported a position in BKT in Q4 2017 and held it in 16 quarters. The position peaked at $356K in Q2 2018. 79 funds tracked by Wall St. Rank hold BKT as of Q4 2021.

Whitener Capital Management reported no remaining BlackRock Income Trust position as of Q4 2021 after selling out during the quarter.
Whitener Capital Management sold 18,067 BlackRock Income Trust shares in Q4 2021, an estimated $328K.
Whitener Capital Management first reported a position in BlackRock Income Trust in Q4 2017 and held it in 16 quarters.
Whitener Capital Management's BlackRock Income Trust position peaked at $356K in Q2 2018.
79 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q4 2021.

Based on Whitener Capital Management's 13F filing for Q4 2021, filed 7 Feb 2022.