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Antonetti Capital Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Antonetti Capital Management’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 		– Sell
-265
Closed -$3K – 336
2022
Q2 		$3K Hold
265
– – ﹤0.01% 277
2022
Q1 		$4K Hold
265
– – ﹤0.01% 293
2021
Q4 		$4K Hold
265
– – ﹤0.01% 336
2021
Q3 		$5K Buy
+265
New +$4.55K ﹤0.01% 344

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Antonetti Capital Management's BLW Position: Q3 2022 in Review

Antonetti Capital Management sold out of BlackRock Limited Duration Income Trust (BLW) in Q3 2022, closing a stake of 265 shares — an estimated $3K sold.

Antonetti Capital Management first reported a position in BLW in Q3 2021 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 69 funds tracked by Wall St. Rank hold BLW as of Q3 2022.

  • Antonetti Capital Management reported no remaining BlackRock Limited Duration Income Trust position as of Q3 2022 after selling out during the quarter.
  • Antonetti Capital Management sold 265 BlackRock Limited Duration Income Trust shares in Q3 2022, an estimated $3K.
  • Antonetti Capital Management first reported a position in BlackRock Limited Duration Income Trust in Q3 2021 and held it in 4 quarters.
  • Antonetti Capital Management's BlackRock Limited Duration Income Trust position peaked at $5K in Q3 2021.
  • 69 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2022.

Based on Antonetti Capital Management's 13F filing for Q3 2022, filed 31 Oct 2022.