Gradient Investments’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Gradient Investments’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	–	Sell	-2	Closed	-$24	–	411
2024 Q2	$24	Sell	2 -25	-93%	-$343	﹤0.01%	1352
2024 Q1	$374	Buy	+27	New	+$377	﹤0.01%	1057
2022 Q3	–	Sell	-340	Closed	-$4K	–	1353
2022 Q2	$4K	Hold	340	–	–	﹤0.01%	921
2022 Q1	$5K	Sell	340 -361	-51%	-$5.36K	﹤0.01%	876
2021 Q4	$12K	Buy	701 +361	+106%	+$6.13K	﹤0.01%	752
2021 Q3	$6K	Hold	340	–	–	﹤0.01%	848
2021 Q2	$6K	Hold	340	–	–	﹤0.01%	841
2021 Q1	$6K	Hold	340	–	–	﹤0.01%	846
2020 Q4	$5K	Hold	340	–	–	﹤0.01%	801
2020 Q3	$5K	Hold	340	–	–	﹤0.01%	807
2020 Q2	$5K	Hold	340	–	–	﹤0.01%	733
2020 Q1	$4K	Hold	340	–	–	﹤0.01%	799
2019 Q4	$6K	Hold	340	–	–	﹤0.01%	782
2019 Q3	$5K	Hold	340	–	–	﹤0.01%	787
2019 Q2	$5K	Hold	340	–	–	﹤0.01%	759
2019 Q1	$5K	Hold	340	–	–	﹤0.01%	643
2018 Q4	$5K	Hold	340	–	–	﹤0.01%	698
2018 Q3	$5K	Hold	340	–	–	﹤0.01%	730
2018 Q2	$5K	Hold	340	–	–	﹤0.01%	712
2018 Q1	$5K	Hold	340	–	–	﹤0.01%	718
2017 Q4	$5K	Buy	+340	New	+$5.43K	﹤0.01%	684
2014 Q2	–	Sell	-645	Closed	-$11K	–	505
2014 Q1	$11K	Buy	+645	New	+$11.1K	﹤0.01%	334

Other funds holding BLW

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

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

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

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

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

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments's BLW Position: Q3 2024 in Review

Gradient Investments sold out of BlackRock Limited Duration Income Trust (BLW) in Q3 2024, closing a stake of 2 shares — an estimated $24 sold.

Gradient Investments first reported a position in BLW in Q1 2014 and held it in 22 quarters. The position peaked at $12K in Q4 2021. 77 funds tracked by Wall St. Rank hold BLW as of Q3 2024.

Gradient Investments reported no remaining BlackRock Limited Duration Income Trust position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 2 BlackRock Limited Duration Income Trust shares in Q3 2024, an estimated $24.
Gradient Investments first reported a position in BlackRock Limited Duration Income Trust in Q1 2014 and held it in 22 quarters.
Gradient Investments's BlackRock Limited Duration Income Trust position peaked at $12K in Q4 2021.
77 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.