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

Endurance 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
Q2 		– Sell
-4,200
Closed -$71K – 493
2018
Q1 		$71K Buy
+4,200
New +$73.8K 0.01% 250

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Endurance Wealth Management's BIT Position: Q2 2018 in Review

Endurance Wealth Management sold out of BlackRock Multi-Sector Income Trust (BIT) in Q2 2018, closing a stake of 4,200 shares — an estimated $71K sold.

Endurance Wealth Management first reported a position in BIT in Q1 2018 and held it in 1 quarter. The position peaked at $71K in Q1 2018. 61 funds tracked by Wall St. Rank hold BIT as of Q2 2018.

  • Endurance Wealth Management reported no remaining BlackRock Multi-Sector Income Trust position as of Q2 2018 after selling out during the quarter.
  • Endurance Wealth Management sold 4,200 BlackRock Multi-Sector Income Trust shares in Q2 2018, an estimated $71K.
  • Endurance Wealth Management first reported a position in BlackRock Multi-Sector Income Trust in Q1 2018 and held it in 1 quarter.
  • Endurance Wealth Management's BlackRock Multi-Sector Income Trust position peaked at $71K in Q1 2018.
  • 61 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2018.

Based on Endurance Wealth Management's 13F filing for Q2 2018, filed 2 Aug 2018.