Cetera Advisor Networks’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$390K	Sell	27,816 -12,339	-31%	-$172K	﹤0.01%	2095
2023 Q4	$561K	Buy	40,155 +3,722	+10%	+$48.5K	﹤0.01%	1785
2023 Q3	$469K	Buy	36,433 +5,377	+17%	+$70.3K	﹤0.01%	1804
2023 Q2	$400K	Buy	31,056 +13,031	+72%	+$168K	﹤0.01%	1882
2023 Q1	$236K	Buy	18,025 +1,525	+9%	+$20.3K	﹤0.01%	2210
2022 Q4	$216K	Buy	+16,500	New	+$210K	﹤0.01%	2216
2020 Q3	–	Sell	-5,350	Closed	-$75K	–	1422
2020 Q2	$75K	Buy	+5,350	New	+$72.1K	﹤0.01%	1683
2016 Q4	–	Sell	-10,865	Closed	-$169K	–	879
2016 Q3	$169K	Buy	+10,865	New	+$169K	0.01%	977

Other funds holding BLW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Advisor Networks's BLW Position: Q1 2024 in Review

Cetera Advisor Networks reduced its BlackRock Limited Duration Income Trust (BLW) stake by 31% in Q1 2024, selling an estimated $172K and leaving 27,816 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Cetera Advisor Networks first reported a position in BLW in Q3 2016 and has held it in 8 quarters since. The position peaked at $561K in Q4 2023. 80 funds tracked by Wall St. Rank hold BLW as of Q1 2024.

Cetera Advisor Networks held 27,816 shares of BlackRock Limited Duration Income Trust worth $390K as of Q1 2024.
Cetera Advisor Networks sold 12,339 BlackRock Limited Duration Income Trust shares in Q1 2024, an estimated $172K.
BlackRock Limited Duration Income Trust made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2095 holding.
Cetera Advisor Networks first reported a position in BlackRock Limited Duration Income Trust in Q3 2016 and has held it in 8 quarters since.
Cetera Advisor Networks's BlackRock Limited Duration Income Trust position peaked at $561K in Q4 2023.
80 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.