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Avantax Planning Partners’s BlackRock Debt Strategies Fund DSU Stock Holding History

Avantax Planning Partners’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,571
Closed -$73K – 510
2018
Q3 		$73K Buy
+6,571
New +$73.9K 0.01% 403

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OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Planning Partners's DSU Position: Q4 2018 in Review

Avantax Planning Partners sold out of BlackRock Debt Strategies Fund (DSU) in Q4 2018, closing a stake of 6,571 shares — an estimated $73K sold.

Avantax Planning Partners first reported a position in DSU in Q3 2018 and held it in 1 quarter. The position peaked at $73K in Q3 2018. 89 funds tracked by Wall St. Rank hold DSU as of Q4 2018.

  • Avantax Planning Partners reported no remaining BlackRock Debt Strategies Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 6,571 BlackRock Debt Strategies Fund shares in Q4 2018, an estimated $73K.
  • Avantax Planning Partners first reported a position in BlackRock Debt Strategies Fund in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's BlackRock Debt Strategies Fund position peaked at $73K in Q3 2018.
  • 89 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.