Dynasty Wealth Management’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Dynasty 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
2018 Q4	–	Sell	-43,450	Closed	-$735K	–	15
2018 Q3	$735K	Buy	43,450 +54	+0.1%	+$936	0.95%	21
2018 Q2	$742K	Buy	43,396 +55	+0.1%	+$938	1.54%	15
2018 Q1	$728K	Buy	43,341 +570	+1%	+$10K	0.31%	18
2017 Q4	$776K	Buy	+42,771	New	+$784K	1.34%	16

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

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dynasty Wealth Management's BIT Position: Q4 2018 in Review

Dynasty Wealth Management sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2018, closing a stake of 43,450 shares — an estimated $735K sold.

Dynasty Wealth Management first reported a position in BIT in Q4 2017 and held it in 4 quarters. The position peaked at $776K in Q4 2017. 68 funds tracked by Wall St. Rank hold BIT as of Q4 2018.

Dynasty Wealth Management reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 43,450 BlackRock Multi-Sector Income Trust shares in Q4 2018, an estimated $735K.
Dynasty Wealth Management first reported a position in BlackRock Multi-Sector Income Trust in Q4 2017 and held it in 4 quarters.
Dynasty Wealth Management's BlackRock Multi-Sector Income Trust position peaked at $776K in Q4 2017.
68 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.