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

Elite 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
2013
Q3 		– Sell
-3
Closed – – 433
2013
Q2 		$0 Buy
+3
New +$40 ﹤0.01% 311

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SONJCPFB
State of New Jersey Common Pension Fund B Trenton, New Jersey $21.4M AUM 3.38% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elite Wealth Management's DSU Position: Q3 2013 in Review

Elite Wealth Management sold out of BlackRock Debt Strategies Fund (DSU) in Q3 2013, closing a stake of 3 shares.

Elite Wealth Management first reported a position in DSU in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 51 funds tracked by Wall St. Rank hold DSU as of Q3 2013.

  • Elite Wealth Management reported no remaining BlackRock Debt Strategies Fund position as of Q3 2013 after selling out during the quarter.
  • Elite Wealth Management sold 3 BlackRock Debt Strategies Fund shares in Q3 2013.
  • Elite Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q2 2013 and held it in 1 quarter.
  • Elite Wealth Management's BlackRock Debt Strategies Fund position peaked at $0 in Q2 2013.
  • 51 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2013.

Based on Elite Wealth Management's 13F filing for Q3 2013, filed 22 Nov 2016.