Capital Analysts LLC’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Capital Analysts LLC’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
2018 Q3	–	Sell	-490	Closed	-$7K	–	570
2018 Q2	$7K	Sell	490 -600	-55%	-$8.98K	﹤0.01%	488
2018 Q1	$16K	Buy	+1,090	New	+$16.9K	﹤0.01%	412

Other funds holding BLW

Morgan Stanley New York $1.66T AUM 25.57% 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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Capital Analysts LLC's BLW Position: Q3 2018 in Review

Capital Analysts LLC sold out of BlackRock Limited Duration Income Trust (BLW) in Q3 2018, closing a stake of 490 shares — an estimated $7K sold.

Capital Analysts LLC first reported a position in BLW in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 72 funds tracked by Wall St. Rank hold BLW as of Q3 2018.

Capital Analysts LLC reported no remaining BlackRock Limited Duration Income Trust position as of Q3 2018 after selling out during the quarter.
Capital Analysts LLC sold 490 BlackRock Limited Duration Income Trust shares in Q3 2018, an estimated $7K.
Capital Analysts LLC first reported a position in BlackRock Limited Duration Income Trust in Q1 2018 and held it in 2 quarters.
Capital Analysts LLC's BlackRock Limited Duration Income Trust position peaked at $16K in Q1 2018.
72 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2018.

Based on Capital Analysts LLC's 13F filing for Q3 2018, filed 7 Nov 2018.