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Lindbrook Capital’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Lindbrook Capital’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
Q4 		– Sell
-2,115
Closed -$40K – 2078
2021
Q3 		$40K Sell
2,115
-958
-31% -$17.9K 0.01% 502
2021
Q2 		$57K Buy
3,073
+1,040
+51% +$19.3K 0.01% 428
2021
Q1 		$37K Buy
2,033
+42
+2% +$740 0.01% 542
2020
Q4 		$35K Buy
1,991
+45
+2% +$742 0.01% 501
2020
Q3 		$31K Buy
1,946
+45
+2% +$702 0.01% 477
2020
Q2 		$27K Buy
1,901
+51
+3% +$694 0.01% 519
2020
Q1 		$22K Buy
1,850
+47
+3% +$710 0.01% 506
2019
Q4 		$29K Buy
1,803
+39
+2% +$663 0.01% 610
2019
Q3 		$30K Buy
1,764
+36
+2% +$619 0.01% 567
2019
Q2 		$30K Buy
1,728
+35
+2% +$593 0.01% 567
2019
Q1 		$28K Buy
1,693
+36
+2% +$591 0.01% 579
2018
Q4 		$25K Buy
+1,657
New +$26.9K 0.01% 532

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lindbrook Capital's BIT Position: Q4 2021 in Review

Lindbrook Capital sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2021, closing a stake of 2,115 shares — an estimated $40K sold.

Lindbrook Capital first reported a position in BIT in Q4 2018 and held it in 12 quarters. The position peaked at $57K in Q2 2021. 68 funds tracked by Wall St. Rank hold BIT as of Q4 2021.

  • Lindbrook Capital reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2021 after selling out during the quarter.
  • Lindbrook Capital sold 2,115 BlackRock Multi-Sector Income Trust shares in Q4 2021, an estimated $40K.
  • Lindbrook Capital first reported a position in BlackRock Multi-Sector Income Trust in Q4 2018 and held it in 12 quarters.
  • Lindbrook Capital's BlackRock Multi-Sector Income Trust position peaked at $57K in Q2 2021.
  • 68 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2021.

Based on Lindbrook Capital's 13F filing for Q4 2021, filed 18 Jan 2022.