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Summit Securities Group’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Summit Securities 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
Q4 		– Sell
-311
Closed -$4K – 1160
2022
Q3 		$4K Buy
+311
New +$4.81K ﹤0.01% 834

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Summit Securities Group's BIT Position: Q4 2022 in Review

Summit Securities Group sold out of BlackRock Multi-Sector Income Trust (BIT) in Q4 2022, closing a stake of 311 shares — an estimated $4K sold.

Summit Securities Group first reported a position in BIT in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 82 funds tracked by Wall St. Rank hold BIT as of Q4 2022.

  • Summit Securities Group reported no remaining BlackRock Multi-Sector Income Trust position as of Q4 2022 after selling out during the quarter.
  • Summit Securities Group sold 311 BlackRock Multi-Sector Income Trust shares in Q4 2022, an estimated $4K.
  • Summit Securities Group first reported a position in BlackRock Multi-Sector Income Trust in Q3 2022 and held it in 1 quarter.
  • Summit Securities Group's BlackRock Multi-Sector Income Trust position peaked at $4K in Q3 2022.
  • 82 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q4 2022.

Based on Summit Securities Group's 13F filing for Q4 2022, filed 13 Feb 2023.