Financial Architects (New Jersey)’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-1,215	Closed	-$18K	–	324
2020 Q2	$18K	Hold	1,215	–	–	﹤0.01%	553
2020 Q1	$15K	Hold	1,215	–	–	﹤0.01%	554
2019 Q4	$20K	Hold	1,215	–	–	﹤0.01%	574
2019 Q3	$21K	Hold	1,215	–	–	﹤0.01%	585
2019 Q2	$21K	Hold	1,215	–	–	﹤0.01%	698
2019 Q1	$20K	Hold	1,215	–	–	﹤0.01%	877
2018 Q4	$19K	Hold	1,215	–	–	﹤0.01%	812
2018 Q3	$21K	Hold	1,215	–	–	﹤0.01%	905
2018 Q2	$21K	Hold	1,215	–	–	﹤0.01%	789
2018 Q1	$20K	Hold	1,215	–	–	﹤0.01%	876
2017 Q4	$22K	Hold	1,215	–	–	﹤0.01%	942
2017 Q3	$23K	Hold	1,215	–	–	﹤0.01%	925
2017 Q2	$22K	Hold	1,215	–	–	﹤0.01%	920
2017 Q1	$21K	Hold	1,215	–	–	﹤0.01%	925
2016 Q4	$20K	Hold	1,215	–	–	﹤0.01%	835
2016 Q3	$21K	Hold	1,215	–	–	0.01%	828
2016 Q2	$20K	Hold	1,215	–	–	0.01%	781
2016 Q1	$19K	Buy	+1,215	New	+$18.7K	0.01%	593
2015 Q3	–	Sell	-1,715	Closed	-$28K	–	291
2015 Q2	$28K	Hold	1,715	–	–	0.01%	553
2015 Q1	$30K	Hold	1,715	–	–	0.01%	483
2014 Q4	$29K	Buy	+1,715	New	+$29.9K	0.01%	444

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Financial Architects (New Jersey)'s BIT Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of BlackRock Multi-Sector Income Trust (BIT) in Q3 2020, closing a stake of 1,215 shares — an estimated $18K sold.

Financial Architects (New Jersey) first reported a position in BIT in Q4 2014 and held it in 21 quarters. The position peaked at $30K in Q1 2015. 70 funds tracked by Wall St. Rank hold BIT as of Q3 2020.

Financial Architects (New Jersey) reported no remaining BlackRock Multi-Sector Income Trust position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,215 BlackRock Multi-Sector Income Trust shares in Q3 2020, an estimated $18K.
Financial Architects (New Jersey) first reported a position in BlackRock Multi-Sector Income Trust in Q4 2014 and held it in 21 quarters.
Financial Architects (New Jersey)'s BlackRock Multi-Sector Income Trust position peaked at $30K in Q1 2015.
70 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.