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Founders Financial Alliance’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-965
Closed -$14K – 533
2020
Q3 		$14K Buy
+965
New +$14.3K 0.01% 666

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BI
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Founders Financial Alliance's BLW Position: Q4 2020 in Review

Founders Financial Alliance sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2020, closing a stake of 965 shares — an estimated $14K sold.

Founders Financial Alliance first reported a position in BLW in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 87 funds tracked by Wall St. Rank hold BLW as of Q4 2020.

  • Founders Financial Alliance reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 965 BlackRock Limited Duration Income Trust shares in Q4 2020, an estimated $14K.
  • Founders Financial Alliance first reported a position in BlackRock Limited Duration Income Trust in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's BlackRock Limited Duration Income Trust position peaked at $14K in Q3 2020.
  • 87 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.