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Calton & Associates’s BlackRock Debt Strategies Fund DSU Stock Holding History

Calton & Associates’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
Q1 		– Sell
-1,078
Closed -$12K – 566
2017
Q4 		$12K Buy
+1,078
New +$12.6K ﹤0.01% 1012

Other funds holding DSU

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Calton & Associates's DSU Position: Q1 2018 in Review

Calton & Associates sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2018, closing a stake of 1,078 shares — an estimated $12K sold.

Calton & Associates first reported a position in DSU in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 82 funds tracked by Wall St. Rank hold DSU as of Q1 2018.

  • Calton & Associates reported no remaining BlackRock Debt Strategies Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,078 BlackRock Debt Strategies Fund shares in Q1 2018, an estimated $12K.
  • Calton & Associates first reported a position in BlackRock Debt Strategies Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's BlackRock Debt Strategies Fund position peaked at $12K in Q4 2017.
  • 82 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.