Claro Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Claro Advisors’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
2020 Q3	–	Sell	-23,306	Closed	-$217K	–	197
2020 Q2	$217K	Buy	23,306 +10,653	+84%	+$98.8K	0.15%	167
2020 Q1	$107K	Buy	+12,653	New	+$132K	0.1%	152

Other funds holding DSU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

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

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Claro Advisors's DSU Position: Q3 2020 in Review

Claro Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q3 2020, closing a stake of 23,306 shares — an estimated $217K sold.

Claro Advisors first reported a position in DSU in Q1 2020 and held it in 2 quarters. The position peaked at $217K in Q2 2020. 83 funds tracked by Wall St. Rank hold DSU as of Q3 2020.

Claro Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q3 2020 after selling out during the quarter.
Claro Advisors sold 23,306 BlackRock Debt Strategies Fund shares in Q3 2020, an estimated $217K.
Claro Advisors first reported a position in BlackRock Debt Strategies Fund in Q1 2020 and held it in 2 quarters.
Claro Advisors's BlackRock Debt Strategies Fund position peaked at $217K in Q2 2020.
83 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2020.

Based on Claro Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.