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

MBE 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
2020
Q2 		– Sell
-882
Closed -$10K – 94
2020
Q1 		$10K Buy
+882
New +$13.3K 0.01% 279

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MBE Wealth Management's BIT Position: Q2 2020 in Review

MBE Wealth Management sold out of BlackRock Multi-Sector Income Trust (BIT) in Q2 2020, closing a stake of 882 shares — an estimated $10K sold.

MBE Wealth Management first reported a position in BIT in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 66 funds tracked by Wall St. Rank hold BIT as of Q2 2020.

  • MBE Wealth Management reported no remaining BlackRock Multi-Sector Income Trust position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 882 BlackRock Multi-Sector Income Trust shares in Q2 2020, an estimated $10K.
  • MBE Wealth Management first reported a position in BlackRock Multi-Sector Income Trust in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's BlackRock Multi-Sector Income Trust position peaked at $10K in Q1 2020.
  • 66 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.