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

Apriem 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
2020 Q1	–	Sell	-37,650	Closed	-$608K	–	115
2019 Q4	$608K	Sell	37,650 -11,150	-23%	-$190K	0.12%	69
2019 Q3	$837K	Sell	48,800 -5,000	-9%	-$86K	0.19%	58
2019 Q2	$939K	Sell	53,800 -4,300	-7%	-$72.8K	0.29%	57
2019 Q1	$964K	Sell	58,100 -2,200	-4%	-$36.1K	0.26%	53
2018 Q4	$926K	Buy	60,300 +4,850	+9%	+$78.7K	0.33%	52
2018 Q3	$938K	Buy	+55,450	New	+$961K	0.21%	60

Other funds holding BIT

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

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

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

EVM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Apriem Advisors's BIT Position: Q1 2020 in Review

Apriem Advisors sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2020, closing a stake of 37,650 shares — an estimated $608K sold.

Apriem Advisors first reported a position in BIT in Q3 2018 and held it in 6 quarters. The position peaked at $964K in Q1 2019. 75 funds tracked by Wall St. Rank hold BIT as of Q1 2020.

Apriem Advisors reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2020 after selling out during the quarter.
Apriem Advisors sold 37,650 BlackRock Multi-Sector Income Trust shares in Q1 2020, an estimated $608K.
Apriem Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q3 2018 and held it in 6 quarters.
Apriem Advisors's BlackRock Multi-Sector Income Trust position peaked at $964K in Q1 2019.
75 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2020.

Based on Apriem Advisors's 13F filing for Q1 2020, filed 7 May 2020.