First Foundation Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

First Foundation 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
2022 Q3	–	Sell	-13,483	Closed	-$171K	–	387
2022 Q2	$171K	Buy	13,483 +78	+0.6%	+$1.06K	0.01%	381
2022 Q1	$192K	Buy	13,405 +259	+2%	+$3.85K	0.01%	408
2021 Q4	$222K	Sell	13,146 -1,311	-9%	-$22.3K	0.01%	399
2021 Q3	$247K	Sell	14,457 -98,160	-87%	-$1.69M	0.01%	380
2021 Q2	$1.92M	Sell	112,617 -13,829	-11%	-$234K	0.07%	148
2021 Q1	$2.12M	Sell	126,446 -10,630	-8%	-$170K	0.09%	129
2020 Q4	$2.18M	Sell	137,076 -20,207	-13%	-$308K	0.1%	124
2020 Q3	$2.31M	Sell	157,283 -5,133	-3%	-$75.8K	0.11%	109
2020 Q2	$2.26M	Sell	162,416 -6,216	-4%	-$83.8K	0.12%	106
2020 Q1	$2.13M	Buy	168,632 +15,144	+10%	+$229K	0.13%	106
2019 Q4	$2.52M	Buy	153,488 +71,426	+87%	+$1.13M	0.12%	113
2019 Q3	$1.28M	Sell	82,062 -188,486	-70%	-$2.9M	0.07%	148
2019 Q2	$4.06M	Sell	270,548 -5,647	-2%	-$83.8K	0.23%	79
2019 Q1	$4.06M	Sell	276,195 -47,209	-15%	-$681K	0.24%	78
2018 Q4	$4.32M	Buy	323,404 +35,957	+13%	+$509K	0.27%	67
2018 Q3	$4.28M	Buy	287,447 +13,000	+5%	+$194K	0.24%	71
2018 Q2	$4.08M	Sell	274,447 -47,942	-15%	-$718K	0.24%	63
2018 Q1	$4.86M	Sell	322,389 -29,591	-8%	-$458K	0.27%	58
2017 Q4	$5.59M	Buy	351,980 +21,222	+6%	+$339K	0.3%	58
2017 Q3	$5.33M	Buy	330,758 +56,632	+21%	+$901K	0.3%	56
2017 Q2	$4.33M	Sell	274,126 -31,048	-10%	-$486K	0.25%	61
2017 Q1	$4.75M	Buy	305,174 +14,981	+5%	+$235K	0.29%	61
2016 Q4	$4.4M	Sell	290,193 -9,050	-3%	-$138K	0.29%	68
2016 Q3	$4.64M	Buy	299,243 +5,592	+2%	+$86.7K	0.32%	63
2016 Q2	$4.48M	Buy	293,651 +13,173	+5%	+$198K	0.32%	61
2016 Q1	$4.14M	Buy	280,478 +55,565	+25%	+$784K	0.3%	64
2015 Q4	$3.28M	Buy	224,913 +56,931	+34%	+$824K	0.22%	76
2015 Q3	$2.43M	Buy	167,982 +19,681	+13%	+$292K	0.2%	79
2015 Q2	$2.25M	Buy	148,301 +30,170	+26%	+$481K	0.18%	77
2015 Q1	$1.86M	Buy	118,131 +44,861	+61%	+$707K	0.16%	78
2014 Q4	$1.15M	Buy	73,270 +39,609	+118%	+$632K	0.1%	89
2014 Q3	$544K	Buy	33,661 +6,504	+24%	+$109K	0.05%	136
2014 Q2	$470K	Buy	27,157 +2,902	+12%	+$50.1K	0.05%	134
2014 Q1	$416K	Hold	24,255	–	–	0.05%	124
2013 Q4	$415K	Buy	24,255 +3,175	+15%	+$53.4K	0.06%	114
2013 Q3	$358K	Buy	21,080 +7,062	+50%	+$119K	0.06%	121
2013 Q2	$247K	Buy	+14,018	New	+$256K	0.05%	112

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

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

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

First Foundation Advisors's BLW Position: Q3 2022 in Review

First Foundation Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q3 2022, closing a stake of 13,483 shares — an estimated $171K sold.

First Foundation Advisors first reported a position in BLW in Q2 2013 and held it in 37 quarters. The position peaked at $5.59M in Q4 2017. 69 funds tracked by Wall St. Rank hold BLW as of Q3 2022.

First Foundation Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q3 2022 after selling out during the quarter.
First Foundation Advisors sold 13,483 BlackRock Limited Duration Income Trust shares in Q3 2022, an estimated $171K.
First Foundation Advisors first reported a position in BlackRock Limited Duration Income Trust in Q2 2013 and held it in 37 quarters.
First Foundation Advisors's BlackRock Limited Duration Income Trust position peaked at $5.59M in Q4 2017.
69 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2022.

Based on First Foundation Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.