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Advisornet Financial’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Advisornet Financial’s Portfolio BLW Stock Details BLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,275
Closed -$20K – 1852
2019
Q3 		$20K Buy
+1,275
New +$19.6K ﹤0.01% 1179

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Advisornet Financial's BLW Position: Q4 2019 in Review

Advisornet Financial sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2019, closing a stake of 1,275 shares — an estimated $20K sold.

Advisornet Financial first reported a position in BLW in Q3 2019 and held it in 1 quarter. The position peaked at $20K in Q3 2019. 80 funds tracked by Wall St. Rank hold BLW as of Q4 2019.

  • Advisornet Financial reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2019 after selling out during the quarter.
  • Advisornet Financial sold 1,275 BlackRock Limited Duration Income Trust shares in Q4 2019, an estimated $20K.
  • Advisornet Financial first reported a position in BlackRock Limited Duration Income Trust in Q3 2019 and held it in 1 quarter.
  • Advisornet Financial's BlackRock Limited Duration Income Trust position peaked at $20K in Q3 2019.
  • 80 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2019.

Based on Advisornet Financial's 13F filing for Q4 2019, filed 12 Feb 2020.