EWA
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EverSource Wealth Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

EverSource Wealth Advisors’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
2023
Q1 		– Sell
-1,500
Closed -$19.6K – 2393
2022
Q4 		$19.6K Buy
+1,500
New +$19.1K ﹤0.01% 1075

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EverSource Wealth Advisors's BLW Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2023, closing a stake of 1,500 shares — an estimated $19.6K sold.

EverSource Wealth Advisors first reported a position in BLW in Q4 2022 and held it in 1 quarter. The position peaked at $19.6K in Q4 2022. 71 funds tracked by Wall St. Rank hold BLW as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,500 BlackRock Limited Duration Income Trust shares in Q1 2023, an estimated $19.6K.
  • EverSource Wealth Advisors first reported a position in BlackRock Limited Duration Income Trust in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's BlackRock Limited Duration Income Trust position peaked at $19.6K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.