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WealthBridge Capital Management’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-5,100
Closed -$86K – 192
2019
Q1 		$86K Hold
5,100
– – 0.05% 208
2018
Q4 		$78K Buy
+5,100
New +$82.7K 0.06% 195

Other funds holding BIT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

WealthBridge Capital Management's BIT Position: Q2 2019 in Review

WealthBridge Capital Management sold out of BlackRock Multi-Sector Income Trust (BIT) in Q2 2019, closing a stake of 5,100 shares — an estimated $86K sold.

WealthBridge Capital Management first reported a position in BIT in Q4 2018 and held it in 2 quarters. The position peaked at $86K in Q1 2019. 73 funds tracked by Wall St. Rank hold BIT as of Q2 2019.

  • WealthBridge Capital Management reported no remaining BlackRock Multi-Sector Income Trust position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 5,100 BlackRock Multi-Sector Income Trust shares in Q2 2019, an estimated $86K.
  • WealthBridge Capital Management first reported a position in BlackRock Multi-Sector Income Trust in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's BlackRock Multi-Sector Income Trust position peaked at $86K in Q1 2019.
  • 73 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.