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Liberty Wealth Management’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Liberty Wealth Management’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
2019
Q3 		– Sell
-404
Closed -$7K – 876
2019
Q2 		$7K Buy
+404
New +$6.84K 0.01% 583

Other funds holding BIT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Invesco
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Liberty Wealth Management's BIT Position: Q3 2019 in Review

Liberty Wealth Management sold out of BlackRock Multi-Sector Income Trust (BIT) in Q3 2019, closing a stake of 404 shares — an estimated $7K sold.

Liberty Wealth Management first reported a position in BIT in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 65 funds tracked by Wall St. Rank hold BIT as of Q3 2019.

  • Liberty Wealth Management reported no remaining BlackRock Multi-Sector Income Trust position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 404 BlackRock Multi-Sector Income Trust shares in Q3 2019, an estimated $7K.
  • Liberty Wealth Management first reported a position in BlackRock Multi-Sector Income Trust in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's BlackRock Multi-Sector Income Trust position peaked at $7K in Q2 2019.
  • 65 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.