JP Morgan Private Wealth Advisors’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

JP Morgan Private 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
2018 Q4	–	Sell	-15,075	Closed	-$255K	–	1460
2018 Q3	$255K	Hold	15,075	–	–	﹤0.01%	1381
2018 Q2	$258K	Hold	15,075	–	–	﹤0.01%	1263
2018 Q1	$253K	Hold	15,075	–	–	﹤0.01%	1110
2017 Q4	$274K	Hold	15,075	–	–	﹤0.01%	1081
2017 Q3	$282K	Hold	15,075	–	–	﹤0.01%	1038
2017 Q2	$273K	Hold	15,075	–	–	﹤0.01%	1052
2017 Q1	$261K	Hold	15,075	–	–	﹤0.01%	1131
2016 Q4	$248K	Buy	+15,075	New	+$248K	﹤0.01%	1081

Other funds holding BIT

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BIT Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2018, closing a stake of 15,075 shares — an estimated $255K sold.

JP Morgan Private Wealth Advisors first reported a position in BIT in Q4 2016 and held it in 8 quarters. The position peaked at $282K in Q3 2017. 68 funds tracked by Wall St. Rank hold BIT as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 15,075 BlackRock Multi-Sector Income Trust shares in Q4 2018, an estimated $255K.
JP Morgan Private Wealth Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q4 2016 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's BlackRock Multi-Sector Income Trust position peaked at $282K in Q3 2017.
68 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.