Enterprise Financial Services Corp (EFSC)’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2020 Q4	–	Sell	-9,000	Closed	-$142K	–	1302
2020 Q3	$142K	Hold	9,000	–	–	0.03%	238
2020 Q2	$130K	Hold	9,000	–	–	0.03%	243
2020 Q1	$109K	Buy	9,000 +3,000	+50%	+$45.3K	0.03%	247
2019 Q4	$97K	Hold	6,000	–	–	0.02%	301
2019 Q3	$103K	Hold	6,000	–	–	0.02%	277
2019 Q2	$104K	Hold	6,000	–	–	0.02%	295
2019 Q1	$100K	Buy	+6,000	New	+$98.5K	0.02%	302

Other funds holding BIT

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s BIT Position: Q4 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2020, closing a stake of 9,000 shares — an estimated $142K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in BIT in Q1 2019 and held it in 7 quarters. The position peaked at $142K in Q3 2020. 74 funds tracked by Wall St. Rank hold BIT as of Q4 2020.

Enterprise Financial Services Corp (EFSC) reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2020 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 9,000 BlackRock Multi-Sector Income Trust shares in Q4 2020, an estimated $142K.
Enterprise Financial Services Corp (EFSC) first reported a position in BlackRock Multi-Sector Income Trust in Q1 2019 and held it in 7 quarters.
Enterprise Financial Services Corp (EFSC)'s BlackRock Multi-Sector Income Trust position peaked at $142K in Q3 2020.
74 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2020, filed 12 Feb 2021.