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 New York $1.89T AUM 35.08% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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.