Clarus Wealth Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-962	Closed	-$12K	–	239
2019 Q2	$12K	Hold	962	–	–	0.01%	418
2019 Q1	$10K	Hold	962	–	–	0.01%	520
2018 Q4	$9K	Hold	962	–	–	0.01%	524
2018 Q3	$11K	Hold	962	–	–	0.01%	523
2018 Q2	$11K	Buy	+962	New	+$11K	0.01%	508

Other funds holding DSU

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

OHA

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

Clarus Wealth Advisors's DSU Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q3 2019, closing a stake of 962 shares — an estimated $12K sold.

Clarus Wealth Advisors first reported a position in DSU in Q2 2018 and held it in 5 quarters. The position peaked at $12K in Q2 2019. 89 funds tracked by Wall St. Rank hold DSU as of Q3 2019.

Clarus Wealth Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 962 BlackRock Debt Strategies Fund shares in Q3 2019, an estimated $12K.
Clarus Wealth Advisors first reported a position in BlackRock Debt Strategies Fund in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's BlackRock Debt Strategies Fund position peaked at $12K in Q2 2019.
89 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.