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Chicago Partners Investment Group’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Chicago Partners Investment Group’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
2016
Q2 		– Sell
-595
Closed -$9K – 443
2016
Q1 		$9K Hold
595
– – ﹤0.01% 346
2015
Q4 		$9K Buy
+595
New +$8.61K ﹤0.01% 400

Other funds holding BLW

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Chicago Partners Investment Group's BLW Position: Q2 2016 in Review

Chicago Partners Investment Group sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2016, closing a stake of 595 shares — an estimated $9K sold.

Chicago Partners Investment Group first reported a position in BLW in Q4 2015 and held it in 2 quarters. The position peaked at $9K in Q1 2016. 71 funds tracked by Wall St. Rank hold BLW as of Q2 2016.

  • Chicago Partners Investment Group reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2016 after selling out during the quarter.
  • Chicago Partners Investment Group sold 595 BlackRock Limited Duration Income Trust shares in Q2 2016, an estimated $9K.
  • Chicago Partners Investment Group first reported a position in BlackRock Limited Duration Income Trust in Q4 2015 and held it in 2 quarters.
  • Chicago Partners Investment Group's BlackRock Limited Duration Income Trust position peaked at $9K in Q1 2016.
  • 71 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2016.

Based on Chicago Partners Investment Group's 13F filing for Q2 2016, filed 8 Aug 2016.