Bruderman Asset Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Bruderman Asset Management’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 Q2	–	Sell	-991	Closed	-$12K	–	375
2018 Q1	$12K	Buy	+991	New	+$11.5K	﹤0.01%	287
2017 Q3	–	Sell	-991	Closed	-$11K	–	173
2017 Q2	$11K	Buy	+991	New	+$11.5K	﹤0.01%	306
2017 Q1	–	Sell	-991	Closed	-$11K	–	171
2016 Q4	$11K	Hold	991	–	–	﹤0.01%	301
2016 Q3	$11K	Hold	991	–	–	﹤0.01%	320
2016 Q2	$10K	Hold	991	–	–	﹤0.01%	305
2016 Q1	$10K	Hold	991	–	–	﹤0.01%	319
2015 Q4	$10K	Hold	991	–	–	﹤0.01%	331
2015 Q3	$10K	Hold	991	–	–	﹤0.01%	335
2015 Q2	$11K	Hold	991	–	–	﹤0.01%	341
2015 Q1	$11K	Buy	+991	New	+$11.1K	﹤0.01%	335

Other funds holding DSU

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bruderman Asset Management's DSU Position: Q2 2018 in Review

Bruderman Asset Management sold out of BlackRock Debt Strategies Fund (DSU) in Q2 2018, closing a stake of 991 shares — an estimated $12K sold.

Bruderman Asset Management first reported a position in DSU in Q1 2015 and held it in 10 quarters. The position peaked at $12K in Q1 2018. 79 funds tracked by Wall St. Rank hold DSU as of Q2 2018.

Bruderman Asset Management reported no remaining BlackRock Debt Strategies Fund position as of Q2 2018 after selling out during the quarter.
Bruderman Asset Management sold 991 BlackRock Debt Strategies Fund shares in Q2 2018, an estimated $12K.
Bruderman Asset Management first reported a position in BlackRock Debt Strategies Fund in Q1 2015 and held it in 10 quarters.
Bruderman Asset Management's BlackRock Debt Strategies Fund position peaked at $12K in Q1 2018.
79 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2018.

Based on Bruderman Asset Management's 13F filing for Q2 2018, filed 15 Aug 2018.