OTA Financial Group’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

OTA Financial Group’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
2022 Q3	–	Sell	-17,457	Closed	-$248K	–	107
2022 Q2	$248K	Buy	+17,457	New	+$265K	0.12%	76
2022 Q1	–	Sell	-12,030	Closed	-$218K	–	98
2021 Q4	$218K	Buy	+12,030	New	+$224K	0.15%	71
2021 Q3	–	Sell	-11,302	Closed	-$210K	–	71
2021 Q2	$210K	Buy	+11,302	New	+$210K	0.23%	91
2017 Q3	–	Sell	-32,026	Closed	-$554K	–	58
2017 Q2	$554K	Hold	32,026	–	–	0.36%	32
2017 Q1	$554K	Buy	+32,026	New	+$549K	0.35%	35

Other funds holding BIT

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OTA Financial Group's BIT Position: Q3 2022 in Review

OTA Financial Group sold out of BlackRock Multi-Sector Income Trust (BIT) in Q3 2022, closing a stake of 17,457 shares — an estimated $248K sold.

OTA Financial Group first reported a position in BIT in Q1 2017 and held it in 5 quarters. The position peaked at $554K in Q2 2017. 76 funds tracked by Wall St. Rank hold BIT as of Q3 2022.

OTA Financial Group reported no remaining BlackRock Multi-Sector Income Trust position as of Q3 2022 after selling out during the quarter.
OTA Financial Group sold 17,457 BlackRock Multi-Sector Income Trust shares in Q3 2022, an estimated $248K.
OTA Financial Group first reported a position in BlackRock Multi-Sector Income Trust in Q1 2017 and held it in 5 quarters.
OTA Financial Group's BlackRock Multi-Sector Income Trust position peaked at $554K in Q2 2017.
76 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2022.

Based on OTA Financial Group's 13F filing for Q3 2022, filed 17 Oct 2022.