BRWA
DSU icon

B. Riley Wealth Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

B. Riley Wealth Advisors’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
2020
Q1 		– Sell
-25,701
Closed -$288K – 826
2019
Q4 		$288K Sell
25,701
-5,277
-17% -$57.3K 0.02% 612
2019
Q3 		$334K Sell
30,978
-4,442
-13% -$47.9K 0.03% 547
2019
Q2 		$382K Buy
+35,420
New +$380K 0.04% 476
2015
Q3 		– Sell
-5,550
Closed -$61K – 572
2015
Q2 		$61K Sell
5,550
-1,316
-19% -$14.8K 0.02% 509
2015
Q1 		$77K Sell
6,866
-4,735
-41% -$52.9K 0.02% 510
2014
Q4 		$687 Buy
11,601
+5,657
+95% +$63.6K 0.01% 830
2014
Q3 		$68K Sell
5,944
-605
-9% -$7.2K 0.02% 598
2014
Q2 		$80.6K Buy
6,549
+303
+5% +$3.73K 0.02% 814
2014
Q1 		$77K Buy
6,246
+96
+2% +$1.17K 0.02% 671
2013
Q4 		$74K Buy
+6,150
New +$74.1K 0.02% 610

Other funds holding DSU

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

B. Riley Wealth Advisors's DSU Position: Q1 2020 in Review

B. Riley Wealth Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2020, closing a stake of 25,701 shares — an estimated $288K sold.

B. Riley Wealth Advisors first reported a position in DSU in Q4 2013 and held it in 10 quarters. The position peaked at $382K in Q2 2019. 84 funds tracked by Wall St. Rank hold DSU as of Q1 2020.

  • B. Riley Wealth Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q1 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 25,701 BlackRock Debt Strategies Fund shares in Q1 2020, an estimated $288K.
  • B. Riley Wealth Advisors first reported a position in BlackRock Debt Strategies Fund in Q4 2013 and held it in 10 quarters.
  • B. Riley Wealth Advisors's BlackRock Debt Strategies Fund position peaked at $382K in Q2 2019.
  • 84 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.