Fidelity Investments
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Fidelity Investments’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Fidelity Investments’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
2024
Q2 		– Sell
-629
Closed -$8.82K – 5382
2024
Q1 		$8.82K Buy
+629
New +$8.78K ﹤0.01% 4326
2022
Q4 		– Sell
-1
Closed – – 5357
2022
Q3 		$0 Buy
+1
New +$13 ﹤0.01% 4864
2022
Q2 		– Sell
-1
Closed – – 4931
2022
Q1 		$0 Buy
+1
New +$15 ﹤0.01% 4966
2019
Q1 		– Sell
-2
Closed – – 3626
2018
Q4 		$0 Buy
+2
New +$28 ﹤0.01% 3536

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
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
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Fidelity Investments's BLW Position: Q2 2024 in Review

Fidelity Investments sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2024, closing a stake of 629 shares — an estimated $8.82K sold.

Fidelity Investments first reported a position in BLW in Q4 2018 and held it in 4 quarters. The position peaked at $8.82K in Q1 2024. 78 funds tracked by Wall St. Rank hold BLW as of Q2 2024.

  • Fidelity Investments reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 629 BlackRock Limited Duration Income Trust shares in Q2 2024, an estimated $8.82K.
  • Fidelity Investments first reported a position in BlackRock Limited Duration Income Trust in Q4 2018 and held it in 4 quarters.
  • Fidelity Investments's BlackRock Limited Duration Income Trust position peaked at $8.82K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.