Edmonds Duncan Registered Investment Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
2022 Q2	–	Sell	-61,826	Closed	-$644K	–	131
2022 Q1	$644K	Hold	61,826	–	–	0.19%	69
2021 Q4	$708K	Hold	61,826	–	–	0.19%	67
2021 Q3	$713K	Sell	61,826 -4,060	-6%	-$46.2K	0.22%	69
2021 Q2	$754K	Buy	+65,886	New	+$736K	0.23%	67
2016 Q4	–	Sell	-4,344	Closed	-$47K	–	95
2016 Q3	$47K	Sell	4,344 -2,030	-32%	-$22.2K	0.03%	102
2016 Q2	$71K	Hold	6,374	–	–	0.04%	95
2016 Q1	$66K	Hold	6,374	–	–	0.04%	96
2015 Q4	$64K	Buy	+6,374	New	+$64.6K	0.04%	96

Other funds holding DSU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $313M AUM 22.75% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's DSU Position: Q2 2022 in Review

Edmonds Duncan Registered Investment Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q2 2022, closing a stake of 61,826 shares — an estimated $644K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in DSU in Q4 2015 and held it in 8 quarters. The position peaked at $754K in Q2 2021. 96 funds tracked by Wall St. Rank hold DSU as of Q2 2022.

Edmonds Duncan Registered Investment Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q2 2022 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 61,826 BlackRock Debt Strategies Fund shares in Q2 2022, an estimated $644K.
Edmonds Duncan Registered Investment Advisors first reported a position in BlackRock Debt Strategies Fund in Q4 2015 and held it in 8 quarters.
Edmonds Duncan Registered Investment Advisors's BlackRock Debt Strategies Fund position peaked at $754K in Q2 2021.
96 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2022.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.