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

HRT Financial’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
Q2 		– Sell
-15,657
Closed -$219K – 2251
2024
Q1 		$219K Buy
+15,657
New +$218K ﹤0.01% 1724

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial's BLW Position: Q2 2024 in Review

HRT Financial sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2024, closing a stake of 15,657 shares — an estimated $219K sold.

HRT Financial first reported a position in BLW in Q1 2024 and held it in 1 quarter. The position peaked at $219K in Q1 2024. 78 funds tracked by Wall St. Rank hold BLW as of Q2 2024.

  • HRT Financial reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2024 after selling out during the quarter.
  • HRT Financial sold 15,657 BlackRock Limited Duration Income Trust shares in Q2 2024, an estimated $219K.
  • HRT Financial first reported a position in BlackRock Limited Duration Income Trust in Q1 2024 and held it in 1 quarter.
  • HRT Financial's BlackRock Limited Duration Income Trust position peaked at $219K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2024.

Based on HRT Financial's 13F filing for Q2 2024, filed 12 Aug 2024.