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FinTrust Capital Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

FinTrust Capital 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
2024
Q3 		$7.75K Hold
535
– – ﹤0.01% 995
2024
Q2 		$7.47K Hold
535
– – ﹤0.01% 964
2024
Q1 		$7.51K Hold
535
– – ﹤0.01% 907
2023
Q4 		$7.48K Hold
535
– – ﹤0.01% 881
2023
Q3 		$6.89K Buy
+535
New +$6.99K ﹤0.01% 848

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FinTrust Capital Advisors's BLW Position: Q3 2024 in Review

FinTrust Capital Advisors held its BlackRock Limited Duration Income Trust (BLW) position steady in Q3 2024 at 535 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

FinTrust Capital Advisors first reported a position in BLW in Q3 2023 and has held it in 5 quarters since. 77 funds tracked by Wall St. Rank hold BLW as of Q3 2024.

  • FinTrust Capital Advisors held 535 shares of BlackRock Limited Duration Income Trust worth $7.75K as of Q3 2024.
  • FinTrust Capital Advisors left its BlackRock Limited Duration Income Trust share count unchanged in Q3 2024.
  • BlackRock Limited Duration Income Trust made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #995 holding.
  • FinTrust Capital Advisors first reported a position in BlackRock Limited Duration Income Trust in Q3 2023 and has held it in 5 quarters since.
  • 77 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.