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Cornerstone Wealth Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-61,408
Closed -$3.8M – 430
2018
Q3 		$3.8M Buy
61,408
+55,697
+975% +$831K 0.05% 356
2018
Q2 		$384K Buy
+5,711
New +$85.5K ﹤0.01% 1095

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cornerstone Wealth Management's BLW Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2018, closing a stake of 61,408 shares — an estimated $3.8M sold.

Cornerstone Wealth Management first reported a position in BLW in Q2 2018 and held it in 2 quarters. The position peaked at $3.8M in Q3 2018. 77 funds tracked by Wall St. Rank hold BLW as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 61,408 BlackRock Limited Duration Income Trust shares in Q4 2018, an estimated $3.8M.
  • Cornerstone Wealth Management first reported a position in BlackRock Limited Duration Income Trust in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's BlackRock Limited Duration Income Trust position peaked at $3.8M in Q3 2018.
  • 77 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.