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

HighTower 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
2023 Q4	–	Sell	-14,215	Closed	-$183K	–	3651
2023 Q3	$183K	Hold	14,215	–	–	﹤0.01%	2943
2023 Q2	$183K	Buy	14,215 +125	+0.9%	+$1.61K	﹤0.01%	2899
2023 Q1	$185K	Hold	14,090	–	–	﹤0.01%	2786
2022 Q4	$184K	Sell	14,090 -356	-2%	-$4.53K	﹤0.01%	2796
2022 Q3	$174K	Buy	+14,446	New	+$191K	﹤0.01%	2639
2018 Q2	–	Sell	-10,659	Closed	-$161K	–	2251
2018 Q1	$161K	Sell	10,659 -20,731	-66%	-$321K	﹤0.01%	1913
2017 Q4	$500K	Buy	31,390 +11,298	+56%	+$180K	﹤0.01%	1449
2017 Q3	$324K	Buy	20,092 +9,658	+93%	+$154K	﹤0.01%	1651
2017 Q2	$165K	Buy	+10,434	New	+$163K	﹤0.01%	1878

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

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

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

BZWA

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

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

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

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

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

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

HighTower Advisors's BLW Position: Q4 2023 in Review

HighTower Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2023, closing a stake of 14,215 shares — an estimated $183K sold.

HighTower Advisors first reported a position in BLW in Q2 2017 and held it in 9 quarters. The position peaked at $500K in Q4 2017. 85 funds tracked by Wall St. Rank hold BLW as of Q4 2023.

HighTower Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2023 after selling out during the quarter.
HighTower Advisors sold 14,215 BlackRock Limited Duration Income Trust shares in Q4 2023, an estimated $183K.
HighTower Advisors first reported a position in BlackRock Limited Duration Income Trust in Q2 2017 and held it in 9 quarters.
HighTower Advisors's BlackRock Limited Duration Income Trust position peaked at $500K in Q4 2017.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.