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Golden State Wealth Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Golden State Wealth Management’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-500
Closed -$4K – 359
2020
Q1 		$4K Buy
+500
New +$5.2K ﹤0.01% 769
2019
Q4 		– Sell
-500
Closed -$5K – 262
2019
Q3 		$5K Hold
500
– – ﹤0.01% 852
2019
Q2 		$5K Hold
500
– – ﹤0.01% 867
2019
Q1 		$5K Buy
+500
New +$5.28K ﹤0.01% 896

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Golden State Wealth Management's DSU Position: Q2 2020 in Review

Golden State Wealth Management sold out of BlackRock Debt Strategies Fund (DSU) in Q2 2020, closing a stake of 500 shares — an estimated $4K sold.

Golden State Wealth Management first reported a position in DSU in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q3 2019. 82 funds tracked by Wall St. Rank hold DSU as of Q2 2020.

  • Golden State Wealth Management reported no remaining BlackRock Debt Strategies Fund position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 500 BlackRock Debt Strategies Fund shares in Q2 2020, an estimated $4K.
  • Golden State Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's BlackRock Debt Strategies Fund position peaked at $5K in Q3 2019.
  • 82 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.