Calton & Associates’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-52	Closed	–	–	439
2017 Q4	$0	Buy	+52	New	+$953	﹤0.01%	1483

Other funds holding BIT

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

EVM

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

Calton & Associates's BIT Position: Q1 2018 in Review

Calton & Associates sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2018, closing a stake of 52 shares.

Calton & Associates first reported a position in BIT in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 68 funds tracked by Wall St. Rank hold BIT as of Q1 2018.

Calton & Associates reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 52 BlackRock Multi-Sector Income Trust shares in Q1 2018.
Calton & Associates first reported a position in BlackRock Multi-Sector Income Trust in Q4 2017 and held it in 1 quarter.
Calton & Associates's BlackRock Multi-Sector Income Trust position peaked at $0 in Q4 2017.
68 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.