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Dynamic Advisor Solutions’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Dynamic Advisor Solutions’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
2021
Q1 		– Sell
-20,491
Closed -$326K – 698
2020
Q4 		$326K Buy
20,491
+1,186
+6% +$18.1K 0.03% 471
2020
Q3 		$284K Sell
19,305
-1,125
-6% -$16.6K 0.03% 441
2020
Q2 		$285K Buy
20,430
+122
+0.6% +$1.64K 0.04% 394
2020
Q1 		$256K Buy
20,308
+229
+1% +$3.46K 0.05% 361
2019
Q4 		$329K Sell
20,079
-699
-3% -$11.1K 0.04% 392
2019
Q3 		$325K Buy
20,778
+605
+3% +$9.3K 0.05% 362
2019
Q2 		$303K Sell
20,173
-2,370
-11% -$35.2K 0.05% 358
2019
Q1 		$331K Sell
22,543
-492
-2% -$7.1K 0.06% 287
2018
Q4 		$324K Sell
23,035
-455
-2% -$6.45K 0.07% 273
2018
Q3 		$350K Sell
23,490
-335
-1% -$5K 0.07% 270
2018
Q2 		$354K Buy
23,825
+1,815
+8% +$27.2K 0.08% 272
2018
Q1 		$332K Buy
+22,010
New +$341K 0.09% 241

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Dynamic Advisor Solutions's BLW Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2021, closing a stake of 20,491 shares — an estimated $326K sold.

Dynamic Advisor Solutions first reported a position in BLW in Q1 2018 and held it in 12 quarters. The position peaked at $354K in Q2 2018. 79 funds tracked by Wall St. Rank hold BLW as of Q1 2021.

  • Dynamic Advisor Solutions reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 20,491 BlackRock Limited Duration Income Trust shares in Q1 2021, an estimated $326K.
  • Dynamic Advisor Solutions first reported a position in BlackRock Limited Duration Income Trust in Q1 2018 and held it in 12 quarters.
  • Dynamic Advisor Solutions's BlackRock Limited Duration Income Trust position peaked at $354K in Q2 2018.
  • 79 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.