Archford Capital Strategies’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Archford Capital Strategies’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
2018 Q3	–	Sell	-10,000	Closed	-$149K	–	546
2018 Q2	$149K	Hold	10,000	–	–	0.05%	225
2018 Q1	$160K	Buy	+10,000	New	+$155K	0.07%	125
2017 Q3	–	Sell	-10,000	Closed	-$158K	–	191
2017 Q2	$158K	Buy	+10,000	New	+$157K	0.06%	185
2016 Q3	–	Sell	-13,045	Closed	-$199K	–	648
2016 Q2	$199K	Buy	13,045 +100	+0.8%	+$1.5K	0.1%	154
2016 Q1	$191K	Sell	12,945 -700	-5%	-$9.88K	0.09%	167
2015 Q4	$210K	Buy	+13,645	New	+$197K	0.1%	165

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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Archford Capital Strategies's BLW Position: Q3 2018 in Review

Archford Capital Strategies sold out of BlackRock Limited Duration Income Trust (BLW) in Q3 2018, closing a stake of 10,000 shares — an estimated $149K sold.

Archford Capital Strategies first reported a position in BLW in Q4 2015 and held it in 6 quarters. The position peaked at $210K in Q4 2015. 72 funds tracked by Wall St. Rank hold BLW as of Q3 2018.

Archford Capital Strategies reported no remaining BlackRock Limited Duration Income Trust position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 10,000 BlackRock Limited Duration Income Trust shares in Q3 2018, an estimated $149K.
Archford Capital Strategies first reported a position in BlackRock Limited Duration Income Trust in Q4 2015 and held it in 6 quarters.
Archford Capital Strategies's BlackRock Limited Duration Income Trust position peaked at $210K in Q4 2015.
72 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.