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

WealthPLAN 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
2016
Q3 		$6.11K Hold
360
– – ﹤0.01% 680
2016
Q2 		$5.96K Buy
+360
New +$5.86K ﹤0.01% 1920

Other funds holding BIT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthPLAN Partners's BIT Position: Q3 2016 in Review

WealthPLAN Partners held its BlackRock Multi-Sector Income Trust (BIT) position steady in Q3 2016 at 360 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

WealthPLAN Partners first reported a position in BIT in Q2 2016 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold BIT as of Q3 2016.

  • WealthPLAN Partners held 360 shares of BlackRock Multi-Sector Income Trust worth $6.11K as of Q3 2016.
  • WealthPLAN Partners left its BlackRock Multi-Sector Income Trust share count unchanged in Q3 2016.
  • BlackRock Multi-Sector Income Trust made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #680 holding.
  • WealthPLAN Partners first reported a position in BlackRock Multi-Sector Income Trust in Q2 2016 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.