Wealthspire Advisors (Maryland)’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Wealthspire Advisors (Maryland)’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	-4,500	Closed	-$75K	–	644
2019 Q1	$75K	Hold	4,500	–	–	0.01%	743
2018 Q4	$69K	Hold	4,500	–	–	0.01%	732
2018 Q3	$76K	Hold	4,500	–	–	0.01%	802
2018 Q2	$77K	Hold	4,500	–	–	0.01%	811
2018 Q1	$76K	Hold	4,500	–	–	0.01%	815
2017 Q4	$82K	Hold	4,500	–	–	0.01%	790
2017 Q3	$84K	Sell	4,500 -133	-3%	-$2.44K	0.01%	778
2017 Q2	$84K	Buy	4,633 +4,500	+3,383%	+$80.1K	0.01%	754
2017 Q1	$2K	Hold	133	–	–	﹤0.01%	1674
2016 Q4	$2K	Hold	133	–	–	﹤0.01%	1535
2016 Q3	$2K	Sell	133 -97	-42%	-$1.65K	﹤0.01%	1531
2016 Q2	$4K	Hold	230	–	–	﹤0.01%	1370
2016 Q1	$4K	Hold	230	–	–	﹤0.01%	1376
2015 Q4	$4K	Buy	+230	New	+$3.65K	﹤0.01%	1383

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

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

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

Wealthspire Advisors (Maryland)'s BIT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of BlackRock Multi-Sector Income Trust (BIT) in Q2 2019, closing a stake of 4,500 shares — an estimated $75K sold.

Wealthspire Advisors (Maryland) first reported a position in BIT in Q4 2015 and held it in 14 quarters. The position peaked at $84K in Q3 2017. 73 funds tracked by Wall St. Rank hold BIT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining BlackRock Multi-Sector Income Trust position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 4,500 BlackRock Multi-Sector Income Trust shares in Q2 2019, an estimated $75K.
Wealthspire Advisors (Maryland) first reported a position in BlackRock Multi-Sector Income Trust in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s BlackRock Multi-Sector Income Trust position peaked at $84K in Q3 2017.
73 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.