Financial Architects (New Jersey)’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Financial Architects (New Jersey)’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
2018 Q3	–	Sell	-200	Closed	-$3K	–	1417
2018 Q2	$3K	Hold	200	–	–	﹤0.01%	1165
2018 Q1	$3K	Hold	200	–	–	﹤0.01%	1285
2017 Q4	$3K	Hold	200	–	–	﹤0.01%	1364
2017 Q3	$3K	Hold	200	–	–	﹤0.01%	1351
2017 Q2	$3K	Hold	200	–	–	﹤0.01%	1367
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	1366
2016 Q4	$3K	Hold	200	–	–	﹤0.01%	1226
2016 Q3	$3K	Hold	200	–	–	﹤0.01%	1237
2016 Q2	$3K	Buy	+200	New	+$3K	﹤0.01%	1203

Other funds holding BLW

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Financial Architects (New Jersey)'s BLW Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of BlackRock Limited Duration Income Trust (BLW) in Q3 2018, closing a stake of 200 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in BLW in Q2 2016 and held it in 9 quarters. The position peaked at $3K in Q2 2018. 72 funds tracked by Wall St. Rank hold BLW as of Q3 2018.

Financial Architects (New Jersey) reported no remaining BlackRock Limited Duration Income Trust position as of Q3 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 200 BlackRock Limited Duration Income Trust shares in Q3 2018, an estimated $3K.
Financial Architects (New Jersey) first reported a position in BlackRock Limited Duration Income Trust in Q2 2016 and held it in 9 quarters.
Financial Architects (New Jersey)'s BlackRock Limited Duration Income Trust position peaked at $3K in Q2 2018.
72 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.