Avior Wealth Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Avior Wealth 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
2018 Q2	–	Sell	-1,000	Closed	-$15K	–	783
2018 Q1	$15K	Hold	1,000	–	–	﹤0.01%	559
2017 Q4	$16K	Hold	1,000	–	–	﹤0.01%	562
2017 Q3	$16K	Hold	1,000	–	–	0.01%	293
2017 Q2	$16K	Hold	1,000	–	–	0.01%	273
2017 Q1	$16K	Hold	1,000	–	–	0.01%	312
2016 Q4	$15K	Hold	1,000	–	–	0.01%	303
2016 Q3	$16K	Hold	1,000	–	–	0.01%	312
2016 Q2	$15K	Hold	1,000	–	–	0.01%	311
2016 Q1	$15K	Hold	1,000	–	–	0.01%	313
2015 Q4	$15K	Hold	1,000	–	–	0.01%	280
2015 Q3	$14K	Hold	1,000	–	–	0.01%	261
2015 Q2	$15K	Hold	1,000	–	–	0.01%	234
2015 Q1	$16K	Hold	1,000	–	–	0.01%	218
2014 Q4	$16K	Hold	1,000	–	–	0.01%	201
2014 Q3	$16K	Hold	1,000	–	–	0.01%	204
2014 Q2	$17K	Hold	1,000	–	–	0.01%	205
2014 Q1	$17K	Buy	+1,000	New	+$17.2K	0.01%	199

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

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

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

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

RCM

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

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

PMG

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

FFA

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

Avior Wealth Management's BLW Position: Q2 2018 in Review

Avior Wealth Management sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2018, closing a stake of 1,000 shares — an estimated $15K sold.

Avior Wealth Management first reported a position in BLW in Q1 2014 and held it in 17 quarters. The position peaked at $17K in Q2 2014. 75 funds tracked by Wall St. Rank hold BLW as of Q2 2018.

Avior Wealth Management reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2018 after selling out during the quarter.
Avior Wealth Management sold 1,000 BlackRock Limited Duration Income Trust shares in Q2 2018, an estimated $15K.
Avior Wealth Management first reported a position in BlackRock Limited Duration Income Trust in Q1 2014 and held it in 17 quarters.
Avior Wealth Management's BlackRock Limited Duration Income Trust position peaked at $17K in Q2 2014.
75 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2018.

Based on Avior Wealth Management's 13F filing for Q2 2018, filed 16 Aug 2018.