Coastal Bridge Advisors’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Coastal Bridge Advisors’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
2023 Q3	–	Sell	-10,204	Closed	-$147K	–	176
2023 Q2	$147K	Buy	10,204 +98	+1%	+$1.42K	0.04%	152
2023 Q1	$147K	Buy	10,106 +93	+0.9%	+$1.38K	0.04%	152
2022 Q4	$142K	Buy	+10,013	New	+$147K	0.04%	148
2021 Q1	–	Sell	-12,960	Closed	-$227K	–	147
2020 Q4	$227K	Buy	12,960 +147	+1%	+$2.42K	0.05%	118
2020 Q3	$202K	Buy	12,813 +151	+1%	+$2.35K	0.06%	110
2020 Q2	$182K	Buy	12,662 +168	+1%	+$2.29K	0.06%	124
2020 Q1	$151K	Buy	+12,494	New	+$189K	0.06%	122
2019 Q3	–	Sell	-11,856	Closed	-$207K	–	152
2019 Q2	$207K	Buy	11,856 +117	+1%	+$1.98K	0.06%	114
2019 Q1	$195K	Buy	11,739 +119	+1%	+$1.95K	0.07%	119
2018 Q4	$178K	Sell	11,620 -1,610	-12%	-$26.1K	0.07%	118
2018 Q3	$224K	Buy	13,230 +141	+1%	+$2.44K	0.09%	114
2018 Q2	$224K	Sell	13,089 -677	-5%	-$11.5K	0.09%	113
2018 Q1	$231K	Sell	13,766 -4,148	-23%	-$72.9K	0.08%	107
2017 Q4	$323K	Buy	17,914 +3,419	+24%	+$62.6K	0.1%	86
2017 Q3	$271K	Sell	14,495 -11,337	-44%	-$208K	0.09%	89
2017 Q2	$468K	Buy	25,832 +159	+0.6%	+$2.83K	0.16%	63
2017 Q1	$444K	Buy	25,673 +11,602	+82%	+$199K	0.15%	60
2016 Q4	$232K	Buy	+14,071	New	+$232K	0.09%	72

Other funds holding BIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Coastal Bridge Advisors's BIT Position: Q3 2023 in Review

Coastal Bridge Advisors sold out of BlackRock Multi-Sector Income Trust (BIT) in Q3 2023, closing a stake of 10,204 shares — an estimated $147K sold.

Coastal Bridge Advisors first reported a position in BIT in Q4 2016 and held it in 18 quarters. The position peaked at $468K in Q2 2017. 77 funds tracked by Wall St. Rank hold BIT as of Q3 2023.

Coastal Bridge Advisors reported no remaining BlackRock Multi-Sector Income Trust position as of Q3 2023 after selling out during the quarter.
Coastal Bridge Advisors sold 10,204 BlackRock Multi-Sector Income Trust shares in Q3 2023, an estimated $147K.
Coastal Bridge Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q4 2016 and held it in 18 quarters.
Coastal Bridge Advisors's BlackRock Multi-Sector Income Trust position peaked at $468K in Q2 2017.
77 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2023.

Based on Coastal Bridge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.