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

Edge 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
2022
Q1 		– Sell
-1,176
Closed -$21K – 147
2021
Q4 		$21K Hold
1,176
– – ﹤0.01% 251
2021
Q3 		$22K Hold
1,176
– – ﹤0.01% 254
2021
Q2 		$22K Hold
1,176
– – ﹤0.01% 267
2021
Q1 		$21K Buy
+1,176
New +$20.7K ﹤0.01% 263
2020
Q3 		– Sell
-3,576
Closed -$52K – 458
2020
Q2 		$52K Sell
3,576
-329
-8% -$4.48K 0.01% 269
2020
Q1 		$47K Buy
3,905
+2,000
+105% +$30.2K 0.01% 248
2019
Q4 		$30K Hold
1,905
– – 0.01% 294
2019
Q3 		$32K Hold
1,905
– – 0.01% 290
2019
Q2 		$33K Hold
1,905
– – 0.01% 295
2019
Q1 		$32K Sell
1,905
-290
-13% -$4.76K 0.01% 278
2018
Q4 		$34K Sell
2,195
-32,944
-94% -$534K 0.01% 280
2018
Q3 		$595K Buy
35,139
+104
+0.3% +$1.8K 0.14% 84
2018
Q2 		$599K Sell
35,035
-5,172
-13% -$88.2K 0.15% 85
2018
Q1 		$675K Buy
40,207
+1,661
+4% +$29.2K 0.18% 74
2017
Q4 		$700K Sell
38,546
-494
-1% -$9.05K 0.2% 70
2017
Q3 		$729K Buy
39,040
+443
+1% +$8.11K 0.22% 59
2017
Q2 		$698K Sell
38,597
-4,449
-10% -$79.2K 0.22% 66
2017
Q1 		$747K Sell
43,046
-18,417
-30% -$316K 0.26% 58
2016
Q4 		$1.01M Buy
61,463
+265
+0.4% +$4.37K 0.38% 49
2016
Q3 		$1.04M Sell
61,198
-6,328
-9% -$108K 0.44% 44
2016
Q2 		$1.12M Buy
67,526
+9,907
+17% +$161K 0.47% 40
2016
Q1 		$911K Buy
57,619
+14,484
+34% +$223K 0.41% 45
2015
Q4 		$682K Buy
+43,135
New +$685K 0.26% 61

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edge Wealth Management's BIT Position: Q1 2022 in Review

Edge Wealth Management sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2022, closing a stake of 1,176 shares — an estimated $21K sold.

Edge Wealth Management first reported a position in BIT in Q4 2015 and held it in 23 quarters. The position peaked at $1.12M in Q2 2016. 67 funds tracked by Wall St. Rank hold BIT as of Q1 2022.

  • Edge Wealth Management reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 1,176 BlackRock Multi-Sector Income Trust shares in Q1 2022, an estimated $21K.
  • Edge Wealth Management first reported a position in BlackRock Multi-Sector Income Trust in Q4 2015 and held it in 23 quarters.
  • Edge Wealth Management's BlackRock Multi-Sector Income Trust position peaked at $1.12M in Q2 2016.
  • 67 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.