Kelman-Lazarov Inc’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Kelman-Lazarov Inc’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
2017 Q4	–	Sell	-192,230	Closed	-$3.6M	–	121
2017 Q3	$3.6M	Sell	192,230 -2,028	-1%	-$37.1K	1.9%	12
2017 Q2	$3.52M	Buy	194,258 +842	+0.4%	+$15K	1.93%	12
2017 Q1	$3.35M	Sell	193,416 -3,038	-2%	-$52.1K	2.16%	12
2016 Q4	$3.24M	Buy	196,454 +5,054	+3%	+$83.3K	1.83%	14
2016 Q3	$3.25M	Buy	191,400 +6,875	+4%	+$117K	1.84%	15
2016 Q2	$3.05M	Buy	184,525 +2,850	+2%	+$46.4K	1.74%	17
2016 Q1	$2.87M	Buy	+181,675	New	+$2.79M	1.68%	17

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

RCM

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

PPA

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

VIA

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

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

Kelman-Lazarov Inc's BIT Position: Q4 2017 in Review

Kelman-Lazarov Inc sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2017, closing a stake of 192,230 shares — an estimated $3.6M sold.

Kelman-Lazarov Inc first reported a position in BIT in Q1 2016 and held it in 7 quarters. The position peaked at $3.6M in Q3 2017. 65 funds tracked by Wall St. Rank hold BIT as of Q4 2017.

Kelman-Lazarov Inc reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 192,230 BlackRock Multi-Sector Income Trust shares in Q4 2017, an estimated $3.6M.
Kelman-Lazarov Inc first reported a position in BlackRock Multi-Sector Income Trust in Q1 2016 and held it in 7 quarters.
Kelman-Lazarov Inc's BlackRock Multi-Sector Income Trust position peaked at $3.6M in Q3 2017.
65 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2017, filed 23 Jan 2018.