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

Ancora 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
2015
Q4 		– Sell
-77,000
Closed -$1.11M – 497
2015
Q3 		$1.11M Buy
77,000
+5,000
+7% +$74.1K 0.14% 183
2015
Q2 		$1.09M Buy
+72,000
New +$1.15M 0.13% 203
2015
Q1 		– Hold
0
– – – 166

Other funds holding BLW

Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Relative Value Partners Group
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Yorktown Management & Research Company
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Ancora Advisors's BLW Position: Q4 2015 in Review

Ancora Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2015, closing a stake of 77,000 shares — an estimated $1.11M sold.

Ancora Advisors first reported a position in BLW in Q2 2015 and held it in 2 quarters. The position peaked at $1.11M in Q3 2015. 67 funds tracked by Wall St. Rank hold BLW as of Q4 2015.

  • Ancora Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2015 after selling out during the quarter.
  • Ancora Advisors sold 77,000 BlackRock Limited Duration Income Trust shares in Q4 2015, an estimated $1.11M.
  • Ancora Advisors first reported a position in BlackRock Limited Duration Income Trust in Q2 2015 and held it in 2 quarters.
  • Ancora Advisors's BlackRock Limited Duration Income Trust position peaked at $1.11M in Q3 2015.
  • 67 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2015.

Based on Ancora Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.