BFEC
BLW icon

Benjamin F. Edwards & Company’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Benjamin F. Edwards & Company’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
2019
Q4 		– Sell
-1,000
Closed -$16K – 1865
2019
Q3 		$16K Hold
1,000
– – ﹤0.01% 1253
2019
Q2 		$15K Buy
+1,000
New +$14.8K ﹤0.01% 1275

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Benjamin F. Edwards & Company's BLW Position: Q4 2019 in Review

Benjamin F. Edwards & Company sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2019, closing a stake of 1,000 shares — an estimated $16K sold.

Benjamin F. Edwards & Company first reported a position in BLW in Q2 2019 and held it in 2 quarters. The position peaked at $16K in Q3 2019. 80 funds tracked by Wall St. Rank hold BLW as of Q4 2019.

  • Benjamin F. Edwards & Company reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,000 BlackRock Limited Duration Income Trust shares in Q4 2019, an estimated $16K.
  • Benjamin F. Edwards & Company first reported a position in BlackRock Limited Duration Income Trust in Q2 2019 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's BlackRock Limited Duration Income Trust position peaked at $16K in Q3 2019.
  • 80 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2019, filed 6 Feb 2020.