CPIG
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Chicago Partners Investment Group’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Chicago Partners Investment Group’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
2017
Q2 		– Sell
-2,217
Closed -$38K – 648
2017
Q1 		$38K Hold
2,217
– – 0.01% 345
2016
Q4 		$37K Buy
2,217
+11
+0.5% +$181 0.01% 327
2016
Q3 		$38K Buy
+2,206
New +$37.5K 0.02% 320

Other funds holding BIT

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wells Fargo
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
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

Chicago Partners Investment Group's BIT Position: Q2 2017 in Review

Chicago Partners Investment Group sold out of BlackRock Multi-Sector Income Trust (BIT) in Q2 2017, closing a stake of 2,217 shares — an estimated $38K sold.

Chicago Partners Investment Group first reported a position in BIT in Q3 2016 and held it in 3 quarters. The position peaked at $38K in Q1 2017. 62 funds tracked by Wall St. Rank hold BIT as of Q2 2017.

  • Chicago Partners Investment Group reported no remaining BlackRock Multi-Sector Income Trust position as of Q2 2017 after selling out during the quarter.
  • Chicago Partners Investment Group sold 2,217 BlackRock Multi-Sector Income Trust shares in Q2 2017, an estimated $38K.
  • Chicago Partners Investment Group first reported a position in BlackRock Multi-Sector Income Trust in Q3 2016 and held it in 3 quarters.
  • Chicago Partners Investment Group's BlackRock Multi-Sector Income Trust position peaked at $38K in Q1 2017.
  • 62 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2017.

Based on Chicago Partners Investment Group's 13F filing for Q2 2017, filed 31 Jul 2017.