Accuvest Global Advisors’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Accuvest Global Advisors’s Portfolio BIT Stock Details BIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-24,995	Closed	-$467K	–	95
2017 Q3	$467K	Sell	24,995 -57,313	-70%	-$1.05M	0.4%	39
2017 Q2	$1.49M	Sell	82,308 -1,152	-1%	-$20.5K	0.49%	33
2017 Q1	$1.45M	Buy	+83,460	New	+$1.43M	0.46%	30

Other funds holding BIT

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

Accuvest Global Advisors's BIT Position: Q4 2017 in Review

Accuvest Global Advisors sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2017, closing a stake of 24,995 shares — an estimated $467K sold.

Accuvest Global Advisors first reported a position in BIT in Q1 2017 and held it in 3 quarters. The position peaked at $1.49M in Q2 2017. 65 funds tracked by Wall St. Rank hold BIT as of Q4 2017.

Accuvest Global Advisors reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2017 after selling out during the quarter.
Accuvest Global Advisors sold 24,995 BlackRock Multi-Sector Income Trust shares in Q4 2017, an estimated $467K.
Accuvest Global Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q1 2017 and held it in 3 quarters.
Accuvest Global Advisors's BlackRock Multi-Sector Income Trust position peaked at $1.49M in Q2 2017.
65 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2017.

Based on Accuvest Global Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.