Patriot Financial Group Insurance Agency’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Patriot Financial Group Insurance Agency’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
2018 Q4	–	Sell	-1,106	Closed	-$19K	–	987
2018 Q3	$19K	Buy	+1,106	New	+$19.2K	0.01%	488
2017 Q1	–	Sell	-1,056	Closed	-$18K	–	821
2016 Q4	$18K	Buy	+1,056	New	+$17.4K	0.02%	356

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

EVM

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

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

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

PPA

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

Patriot Financial Group Insurance Agency's BIT Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2018, closing a stake of 1,106 shares — an estimated $19K sold.

Patriot Financial Group Insurance Agency first reported a position in BIT in Q4 2016 and held it in 2 quarters. The position peaked at $19K in Q3 2018. 68 funds tracked by Wall St. Rank hold BIT as of Q4 2018.

Patriot Financial Group Insurance Agency reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,106 BlackRock Multi-Sector Income Trust shares in Q4 2018, an estimated $19K.
Patriot Financial Group Insurance Agency first reported a position in BlackRock Multi-Sector Income Trust in Q4 2016 and held it in 2 quarters.
Patriot Financial Group Insurance Agency's BlackRock Multi-Sector Income Trust position peaked at $19K in Q3 2018.
68 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.