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

Aldebaran 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
2014
Q1 		– Sell
-13,869
Closed -$237K – 118
2013
Q4 		$237K Buy
+13,869
New +$233K 0.23% 100

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.65% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aldebaran Financial's BLW Position: Q1 2014 in Review

Aldebaran Financial sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2014, closing a stake of 13,869 shares — an estimated $237K sold.

Aldebaran Financial first reported a position in BLW in Q4 2013 and held it in 1 quarter. The position peaked at $237K in Q4 2013. 49 funds tracked by Wall St. Rank hold BLW as of Q1 2014.

  • Aldebaran Financial reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2014 after selling out during the quarter.
  • Aldebaran Financial sold 13,869 BlackRock Limited Duration Income Trust shares in Q1 2014, an estimated $237K.
  • Aldebaran Financial first reported a position in BlackRock Limited Duration Income Trust in Q4 2013 and held it in 1 quarter.
  • Aldebaran Financial's BlackRock Limited Duration Income Trust position peaked at $237K in Q4 2013.
  • 49 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2014.

Based on Aldebaran Financial's 13F filing for Q1 2014, filed 15 May 2014.