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B. Riley Wealth Management’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

B. Riley Wealth Management’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
2014
Q4 		– Sell
-2,000
Closed -$35K – 1011
2014
Q3 		$35K Hold
2,000
– – 0.03% 483
2014
Q2 		$37K Hold
2,000
– – 0.02% 523
2014
Q1 		$36K Buy
+2,000
New +$35K 0.03% 511

Other funds holding BIT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

B. Riley Wealth Management's BIT Position: Q4 2014 in Review

B. Riley Wealth Management sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2014, closing a stake of 2,000 shares — an estimated $35K sold.

B. Riley Wealth Management first reported a position in BIT in Q1 2014 and held it in 3 quarters. The position peaked at $37K in Q2 2014. 48 funds tracked by Wall St. Rank hold BIT as of Q4 2014.

  • B. Riley Wealth Management reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,000 BlackRock Multi-Sector Income Trust shares in Q4 2014, an estimated $35K.
  • B. Riley Wealth Management first reported a position in BlackRock Multi-Sector Income Trust in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's BlackRock Multi-Sector Income Trust position peaked at $37K in Q2 2014.
  • 48 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.