Carson Wealth (CWM LLC)’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Carson Wealth (CWM LLC)’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
2019 Q1	–	Sell	-78,961	Closed	-$1.21M	–	2950
2018 Q4	$1.21M	Buy	78,961 +77,961	+7,796%	+$1.26M	0.03%	348
2018 Q3	$17K	Buy	+1,000	New	+$17.3K	﹤0.01%	987
2018 Q1	–	Sell	-1,575	Closed	-$29K	–	1412
2017 Q4	$29K	Hold	1,575	–	–	﹤0.01%	624
2017 Q3	$29K	Buy	+1,575	New	+$28.8K	﹤0.01%	630

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

EVM

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

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

RCM

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

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

VIA

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

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BIT Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2019, closing a stake of 78,961 shares — an estimated $1.21M sold.

Carson Wealth (CWM LLC) first reported a position in BIT in Q3 2017 and held it in 4 quarters. The position peaked at $1.21M in Q4 2018. 67 funds tracked by Wall St. Rank hold BIT as of Q1 2019.

Carson Wealth (CWM LLC) reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2019 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 78,961 BlackRock Multi-Sector Income Trust shares in Q1 2019, an estimated $1.21M.
Carson Wealth (CWM LLC) first reported a position in BlackRock Multi-Sector Income Trust in Q3 2017 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s BlackRock Multi-Sector Income Trust position peaked at $1.21M in Q4 2018.
67 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.