FFA
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First Foundation Advisors’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

First Foundation Advisors’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
2021
Q3 		– Sell
-47,569
Closed -$888K – 443
2021
Q2 		$888K Sell
47,569
-15,739
-25% -$292K 0.03% 214
2021
Q1 		$1.14M Sell
63,308
-11,677
-16% -$206K 0.05% 187
2020
Q4 		$1.31M Sell
74,985
-8,332
-10% -$137K 0.06% 165
2020
Q3 		$1.31M Sell
83,317
-1,335
-2% -$20.8K 0.06% 154
2020
Q2 		$1.22M Sell
84,652
-3,773
-4% -$51.4K 0.06% 158
2020
Q1 		$1.07M Buy
88,425
+4,904
+6% +$74.1K 0.07% 162
2019
Q4 		$1.35M Buy
83,521
+4,137
+5% +$70.3K 0.07% 159
2019
Q3 		$1.36M Sell
79,384
-108,707
-58% -$1.87M 0.07% 142
2019
Q2 		$3.28M Sell
188,091
-2,260
-1% -$38.3K 0.18% 85
2019
Q1 		$3.16M Buy
190,351
+7,952
+4% +$130K 0.19% 86
2018
Q4 		$2.8M Buy
182,399
+4,711
+3% +$76.4K 0.18% 87
2018
Q3 		$3.01M Buy
177,688
+3,592
+2% +$62.3K 0.17% 87
2018
Q2 		$2.98M Sell
174,096
-7,072
-4% -$121K 0.17% 82
2018
Q1 		$3.04M Sell
181,168
-4,907
-3% -$86.2K 0.17% 82
2017
Q4 		$3.38M Buy
186,075
+23,044
+14% +$422K 0.18% 82
2017
Q3 		$3.05M Buy
163,031
+18,542
+13% +$340K 0.17% 82
2017
Q2 		$2.62M Sell
144,489
-21,282
-13% -$379K 0.15% 88
2017
Q1 		$2.87M Sell
165,771
-10,087
-6% -$173K 0.18% 85
2016
Q4 		$2.9M Buy
175,858
+19,767
+13% +$326K 0.19% 89
2016
Q3 		$2.66M Buy
156,091
+87,784
+129% +$1.49M 0.18% 85
2016
Q2 		$1.13M Buy
+68,307
New +$1.11M 0.08% 121

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

First Foundation Advisors's BIT Position: Q3 2021 in Review

First Foundation Advisors sold out of BlackRock Multi-Sector Income Trust (BIT) in Q3 2021, closing a stake of 47,569 shares — an estimated $888K sold.

First Foundation Advisors first reported a position in BIT in Q2 2016 and held it in 21 quarters. The position peaked at $3.38M in Q4 2017. 72 funds tracked by Wall St. Rank hold BIT as of Q3 2021.

  • First Foundation Advisors reported no remaining BlackRock Multi-Sector Income Trust position as of Q3 2021 after selling out during the quarter.
  • First Foundation Advisors sold 47,569 BlackRock Multi-Sector Income Trust shares in Q3 2021, an estimated $888K.
  • First Foundation Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q2 2016 and held it in 21 quarters.
  • First Foundation Advisors's BlackRock Multi-Sector Income Trust position peaked at $3.38M in Q4 2017.
  • 72 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2021.

Based on First Foundation Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.