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Shepherd Kaplan Krochuk’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Shepherd Kaplan Krochuk’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 		– Sell
-18,840
Closed -$297K – 187
2020
Q3 		$297K Buy
+18,840
New +$294K 0.12% 122

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Shepherd Kaplan Krochuk's BIT Position: Q4 2020 in Review

Shepherd Kaplan Krochuk sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2020, closing a stake of 18,840 shares — an estimated $297K sold.

Shepherd Kaplan Krochuk first reported a position in BIT in Q3 2020 and held it in 1 quarter. The position peaked at $297K in Q3 2020. 74 funds tracked by Wall St. Rank hold BIT as of Q4 2020.

  • Shepherd Kaplan Krochuk reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2020 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 18,840 BlackRock Multi-Sector Income Trust shares in Q4 2020, an estimated $297K.
  • Shepherd Kaplan Krochuk first reported a position in BlackRock Multi-Sector Income Trust in Q3 2020 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's BlackRock Multi-Sector Income Trust position peaked at $297K in Q3 2020.
  • 74 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2020.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2020, filed 12 Feb 2021.