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Doyle Wealth Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Doyle Wealth Management’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
-1,750
Closed -$19K – 334
2019
Q2 		$19K Buy
+1,750
New +$18.8K ﹤0.01% 516
2019
Q1 		– Sell
-1,750
Closed -$17K – 325
2018
Q4 		$17K Buy
+1,750
New +$18.5K ﹤0.01% 536

Other funds holding DSU

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
BI
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

Doyle Wealth Management's DSU Position: Q3 2019 in Review

Doyle Wealth Management sold out of BlackRock Debt Strategies Fund (DSU) in Q3 2019, closing a stake of 1,750 shares — an estimated $19K sold.

Doyle Wealth Management first reported a position in DSU in Q4 2018 and held it in 2 quarters. The position peaked at $19K in Q2 2019. 89 funds tracked by Wall St. Rank hold DSU as of Q3 2019.

  • Doyle Wealth Management reported no remaining BlackRock Debt Strategies Fund position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,750 BlackRock Debt Strategies Fund shares in Q3 2019, an estimated $19K.
  • Doyle Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's BlackRock Debt Strategies Fund position peaked at $19K in Q2 2019.
  • 89 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.