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Genesis Wealth Advisors’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Genesis Wealth 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
2015
Q2 		$42.8K Hold
2,580
– – 0.03% 191
2015
Q1 		$45.3K Hold
2,580
– – 0.04% 205
2014
Q4 		$45.4K Buy
+2,580
New +$45K 0.04% 225

Other funds holding BIT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Genesis Wealth Advisors's BIT Position: Q2 2015 in Review

Genesis Wealth Advisors held its BlackRock Multi-Sector Income Trust (BIT) position steady in Q2 2015 at 2,580 shares worth $42.8K. The position accounts for 0.03% of the portfolio, ranked #191.

Genesis Wealth Advisors first reported a position in BIT in Q4 2014 and has held it in 3 quarters since. The position peaked at $45.4K in Q4 2014. 44 funds tracked by Wall St. Rank hold BIT as of Q2 2015.

  • Genesis Wealth Advisors held 2,580 shares of BlackRock Multi-Sector Income Trust worth $42.8K as of Q2 2015.
  • Genesis Wealth Advisors left its BlackRock Multi-Sector Income Trust share count unchanged in Q2 2015.
  • BlackRock Multi-Sector Income Trust made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #191 holding.
  • Genesis Wealth Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's BlackRock Multi-Sector Income Trust position peaked at $45.4K in Q4 2014.
  • 44 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.