DA
BHL

Doliver Advisors’s Blackrock Defined Opp Crt Tr BHL Stock Holding History

Doliver Advisors’s Portfolio BHL Stock Details BHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-14,321
Closed -$200K – 358
2013
Q3 		$200K Buy
+14,321
New +$197K 0.12% 288

Other funds holding BHL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Doliver Advisors's BHL Position: Q4 2013 in Review

Doliver Advisors sold out of Blackrock Defined Opp Crt Tr (BHL) in Q4 2013, closing a stake of 14,321 shares — an estimated $200K sold.

Doliver Advisors first reported a position in BHL in Q3 2013 and held it in 1 quarter. The position peaked at $200K in Q3 2013. 18 funds tracked by Wall St. Rank hold BHL as of Q4 2013.

  • Doliver Advisors reported no remaining Blackrock Defined Opp Crt Tr position as of Q4 2013 after selling out during the quarter.
  • Doliver Advisors sold 14,321 Blackrock Defined Opp Crt Tr shares in Q4 2013, an estimated $200K.
  • Doliver Advisors first reported a position in Blackrock Defined Opp Crt Tr in Q3 2013 and held it in 1 quarter.
  • Doliver Advisors's Blackrock Defined Opp Crt Tr position peaked at $200K in Q3 2013.
  • 18 funds tracked by Wall St. Rank held Blackrock Defined Opp Crt Tr as of Q4 2013.

Based on Doliver Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.