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Coastal Bridge Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Coastal Bridge Advisors’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
2020
Q4 		– Sell
-12,249
Closed -$180K – 142
2020
Q3 		$180K Buy
12,249
+204
+2% +$3.01K 0.05% 114
2020
Q2 		$168K Buy
12,045
+219
+2% +$2.95K 0.05% 128
2020
Q1 		$149K Sell
11,826
-1,858
-14% -$28K 0.05% 124
2019
Q4 		$224K Buy
13,684
+111
+0.8% +$1.76K 0.06% 112
2019
Q3 		$212K Buy
13,573
+32
+0.2% +$492 0.07% 129
2019
Q2 		$203K Buy
13,541
+32
+0.2% +$475 0.06% 116
2019
Q1 		$199K Sell
13,509
-1,847
-12% -$26.7K 0.07% 118
2018
Q4 		$205K Sell
15,356
-1,252
-8% -$17.7K 0.08% 115
2018
Q3 		$247K Sell
16,608
-2,508
-13% -$37.4K 0.09% 105
2018
Q2 		$284K Sell
19,116
-1,773
-8% -$26.6K 0.11% 99
2018
Q1 		$315K Sell
20,889
-731
-3% -$11.3K 0.11% 87
2017
Q4 		$346K Buy
21,620
+109
+0.5% +$1.74K 0.11% 84
2017
Q3 		$347K Sell
21,511
-2,532
-11% -$40.3K 0.11% 79
2017
Q2 		$379K Buy
+24,043
New +$377K 0.13% 72

Other funds holding BLW

Morgan Stanley
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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Coastal Bridge Advisors's BLW Position: Q4 2020 in Review

Coastal Bridge Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2020, closing a stake of 12,249 shares — an estimated $180K sold.

Coastal Bridge Advisors first reported a position in BLW in Q2 2017 and held it in 14 quarters. The position peaked at $379K in Q2 2017. 87 funds tracked by Wall St. Rank hold BLW as of Q4 2020.

  • Coastal Bridge Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2020 after selling out during the quarter.
  • Coastal Bridge Advisors sold 12,249 BlackRock Limited Duration Income Trust shares in Q4 2020, an estimated $180K.
  • Coastal Bridge Advisors first reported a position in BlackRock Limited Duration Income Trust in Q2 2017 and held it in 14 quarters.
  • Coastal Bridge Advisors's BlackRock Limited Duration Income Trust position peaked at $379K in Q2 2017.
  • 87 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2020.

Based on Coastal Bridge Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.