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

Point View 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 Q4	$458K	Hold	26,087	–	–	0.19%	166
2020 Q3	$412K	Hold	26,087	–	–	0.19%	152
2020 Q2	$376K	Sell	26,087 -1,550	-6%	-$21.1K	0.18%	166
2020 Q1	$334K	Sell	27,637 -834	-3%	-$12.6K	0.18%	167
2019 Q4	$460K	Sell	28,471 -1,499	-5%	-$25.5K	0.19%	161
2019 Q3	$514K	Sell	29,970 -720	-2%	-$12.4K	0.23%	139
2019 Q2	$536K	Hold	30,690	–	–	0.23%	141
2019 Q1	$509K	Buy	30,690 +650	+2%	+$10.7K	0.23%	137
2018 Q4	$461K	Sell	30,040 -1,353	-4%	-$21.9K	0.23%	135
2018 Q3	$531K	Sell	31,393 -1,217	-4%	-$21.1K	0.24%	140
2018 Q2	$557K	Sell	32,610 -1,133	-3%	-$19.3K	0.26%	129
2018 Q1	$567K	Sell	33,743 -300	-0.9%	-$5.27K	0.27%	127
2017 Q4	$618K	Buy	34,043 +982	+3%	+$18K	0.29%	123
2017 Q3	$619K	Hold	33,061	–	–	0.3%	123
2017 Q2	$599K	Buy	33,061 +913	+3%	+$16.2K	0.29%	124
2017 Q1	$556K	Hold	32,148	–	–	0.29%	126
2016 Q4	$530K	Buy	+32,148	New	+$530K	0.31%	118

Other funds holding BIT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

EVM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Point View Wealth Management's BIT Position: Q4 2020 in Review

Point View Wealth Management held its BlackRock Multi-Sector Income Trust (BIT) position steady in Q4 2020 at 26,087 shares worth $458K. The position accounts for 0.19% of the portfolio, ranked #166.

Point View Wealth Management first reported a position in BIT in Q4 2016 and has held it in 17 quarters since. The position peaked at $619K in Q3 2017. 74 funds tracked by Wall St. Rank hold BIT as of Q4 2020.

Point View Wealth Management held 26,087 shares of BlackRock Multi-Sector Income Trust worth $458K as of Q4 2020.
Point View Wealth Management left its BlackRock Multi-Sector Income Trust share count unchanged in Q4 2020.
BlackRock Multi-Sector Income Trust made up 0.19% of Point View Wealth Management's portfolio in Q4 2020, its #166 holding.
Point View Wealth Management first reported a position in BlackRock Multi-Sector Income Trust in Q4 2016 and has held it in 17 quarters since.
Point View Wealth Management's BlackRock Multi-Sector Income Trust position peaked at $619K in Q3 2017.
74 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.