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Cahill Financial Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Cahill Financial Advisors’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
2021
Q4 		– Sell
-2,285
Closed -$39K – 293
2021
Q3 		$39K Buy
+2,285
New +$39.2K 0.01% 367

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BI
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cahill Financial Advisors's BLW Position: Q4 2021 in Review

Cahill Financial Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2021, closing a stake of 2,285 shares — an estimated $39K sold.

Cahill Financial Advisors first reported a position in BLW in Q3 2021 and held it in 1 quarter. The position peaked at $39K in Q3 2021. 80 funds tracked by Wall St. Rank hold BLW as of Q4 2021.

  • Cahill Financial Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 2,285 BlackRock Limited Duration Income Trust shares in Q4 2021, an estimated $39K.
  • Cahill Financial Advisors first reported a position in BlackRock Limited Duration Income Trust in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's BlackRock Limited Duration Income Trust position peaked at $39K in Q3 2021.
  • 80 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.