Avantax Advisory Services’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Avantax Advisory Services’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 Q4	–	Sell	-14,913	Closed	-$235K	–	972
2020 Q3	$235K	Sell	14,913 -2,403	-14%	-$37.5K	﹤0.01%	1143
2020 Q2	$248K	Buy	17,316 +2,036	+13%	+$27.7K	0.01%	708
2020 Q1	$184K	Sell	15,280 -133	-0.9%	-$2.01K	0.01%	730
2019 Q4	$248K	Buy	15,413 +235	+2%	+$3.99K	0.01%	699
2019 Q3	$260K	Buy	15,178 +2,671	+21%	+$45.9K	0.01%	467
2019 Q2	$218K	Buy	+12,507	New	+$212K	0.01%	466

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

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

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

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

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Avantax Advisory Services's BIT Position: Q4 2020 in Review

Avantax Advisory Services sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2020, closing a stake of 14,913 shares — an estimated $235K sold.

Avantax Advisory Services first reported a position in BIT in Q2 2019 and held it in 6 quarters. The position peaked at $260K in Q3 2019. 74 funds tracked by Wall St. Rank hold BIT as of Q4 2020.

Avantax Advisory Services reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 14,913 BlackRock Multi-Sector Income Trust shares in Q4 2020, an estimated $235K.
Avantax Advisory Services first reported a position in BlackRock Multi-Sector Income Trust in Q2 2019 and held it in 6 quarters.
Avantax Advisory Services's BlackRock Multi-Sector Income Trust position peaked at $260K in Q3 2019.
74 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.