HighTower Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

HighTower Advisors’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
2017 Q1	–	Sell	-16,682	Closed	-$189K	–	2102
2016 Q4	$189K	Sell	16,682 -1,055	-6%	-$11.5K	﹤0.01%	1693
2016 Q3	$195K	Buy	17,737 +1,054	+6%	+$11.5K	﹤0.01%	1660
2016 Q2	$177K	Sell	16,683 -3,488	-17%	-$36.8K	﹤0.01%	1523
2016 Q1	$209K	Sell	20,171 -469	-2%	-$4.66K	﹤0.01%	1790
2015 Q4	$209K	Buy	20,640 +15,647	+313%	+$159K	﹤0.01%	1725
2015 Q3	$48K	Buy	+4,993	New	+$52.7K	﹤0.01%	1779

Other funds holding DSU

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HighTower Advisors's DSU Position: Q1 2017 in Review

HighTower Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2017, closing a stake of 16,682 shares — an estimated $189K sold.

HighTower Advisors first reported a position in DSU in Q3 2015 and held it in 6 quarters. The position peaked at $209K in Q1 2016. 74 funds tracked by Wall St. Rank hold DSU as of Q1 2017.

HighTower Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q1 2017 after selling out during the quarter.
HighTower Advisors sold 16,682 BlackRock Debt Strategies Fund shares in Q1 2017, an estimated $189K.
HighTower Advisors first reported a position in BlackRock Debt Strategies Fund in Q3 2015 and held it in 6 quarters.
HighTower Advisors's BlackRock Debt Strategies Fund position peaked at $209K in Q1 2016.
74 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2017.

Based on HighTower Advisors's 13F filing for Q1 2017, filed 16 May 2017.