Wealthcare Advisory Partners’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Wealthcare Advisory Partners’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 Q1	–	Sell	-100	Closed	-$2K	–	1213
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	1058
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	1107
2018 Q2	$2K	Sell	100 -1,100	-92%	-$18.8K	﹤0.01%	1106
2018 Q1	$20K	Hold	1,200	–	–	﹤0.01%	574
2017 Q4	$22K	Sell	1,200 -900	-43%	-$16.5K	0.01%	515
2017 Q3	$39K	Buy	+2,100	New	+$38.5K	0.01%	334

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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 0.66% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wealthcare Advisory Partners's BIT Position: Q1 2019 in Review

Wealthcare Advisory Partners sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2019, closing a stake of 100 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in BIT in Q3 2017 and held it in 6 quarters. The position peaked at $39K in Q3 2017. 67 funds tracked by Wall St. Rank hold BIT as of Q1 2019.

Wealthcare Advisory Partners reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 100 BlackRock Multi-Sector Income Trust shares in Q1 2019, an estimated $2K.
Wealthcare Advisory Partners first reported a position in BlackRock Multi-Sector Income Trust in Q3 2017 and held it in 6 quarters.
Wealthcare Advisory Partners's BlackRock Multi-Sector Income Trust position peaked at $39K in Q3 2017.
67 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2019, filed 13 May 2019.