American Portfolios Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

American Portfolios Advisors’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
2022 Q3	$8.35K	Hold	690	–	–	﹤0.01%	2605
2022 Q2	$8.73K	Hold	690	–	–	﹤0.01%	2621
2022 Q1	$9.89K	Hold	690	–	–	﹤0.01%	2689
2021 Q4	$11.6K	Hold	690	–	–	﹤0.01%	2567
2021 Q3	$11.8K	Sell	690 -4,754	-87%	-$81.7K	﹤0.01%	2502
2021 Q2	$92.7K	Sell	5,444 -1,488	-21%	-$25.2K	﹤0.01%	1460
2021 Q1	$116K	Buy	6,932 +6,517	+1,570%	+$104K	0.01%	1261
2020 Q4	$6.61K	Hold	415	–	–	﹤0.01%	2291
2020 Q3	$6.11K	Hold	415	–	–	﹤0.01%	2190
2020 Q2	$5.78K	Hold	415	–	–	﹤0.01%	2184
2020 Q1	$5.24K	Hold	415	–	–	﹤0.01%	2073
2019 Q4	$6.8K	Hold	415	–	–	﹤0.01%	2153
2019 Q3	$6.49K	Hold	415	–	–	﹤0.01%	2092
2019 Q2	$6.22K	Hold	415	–	–	﹤0.01%	2091
2019 Q1	$6.1K	Hold	415	–	–	﹤0.01%	2013
2018 Q4	$5.55K	Hold	415	–	–	﹤0.01%	1834
2018 Q3	$6.18K	Hold	415	–	–	﹤0.01%	1928
2018 Q2	$6.17K	Hold	415	–	–	﹤0.01%	1902
2018 Q1	$6.26K	Hold	415	–	–	﹤0.01%	1797
2017 Q4	$6.59K	Buy	+415	New	+$6.63K	﹤0.01%	1727

Other funds holding BLW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

American Portfolios Advisors's BLW Position: Q3 2022 in Review

American Portfolios Advisors held its BlackRock Limited Duration Income Trust (BLW) position steady in Q3 2022 at 690 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2605.

American Portfolios Advisors first reported a position in BLW in Q4 2017 and has held it in 20 quarters since. The position peaked at $116K in Q1 2021. 69 funds tracked by Wall St. Rank hold BLW as of Q3 2022.

American Portfolios Advisors held 690 shares of BlackRock Limited Duration Income Trust worth $8.35K as of Q3 2022.
American Portfolios Advisors left its BlackRock Limited Duration Income Trust share count unchanged in Q3 2022.
BlackRock Limited Duration Income Trust made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2605 holding.
American Portfolios Advisors first reported a position in BlackRock Limited Duration Income Trust in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's BlackRock Limited Duration Income Trust position peaked at $116K in Q1 2021.
69 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.