Investors Capital Advisory Services’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$302K	Sell	19,866 -210	-1%	-$3.15K	0.06%	434
2016 Q1	$296K	Hold	20,076	–	–	0.06%	421
2015 Q4	$292K	Sell	20,076 -925	-4%	-$13.4K	0.06%	445
2015 Q3	$303K	Hold	21,001	–	–	0.06%	434
2015 Q2	$318K	Hold	21,001	–	–	0.06%	453
2015 Q1	$331K	Hold	21,001	–	–	0.06%	428
2014 Q4	$330K	Sell	21,001 -113	-0.5%	-$1.8K	0.06%	410
2014 Q3	$341K	Sell	21,114 -137	-0.6%	-$2.31K	0.07%	398
2014 Q2	$367K	Buy	21,251 +1,175	+6%	+$20.3K	0.06%	425
2014 Q1	$344K	Buy	+20,076	New	+$346K	0.07%	369

Other funds holding BLW

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

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

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

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

AAM

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

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

YMRC

Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Investors Capital Advisory Services's BLW Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its BlackRock Limited Duration Income Trust (BLW) stake by 1% in Q2 2016, selling an estimated $3.15K and leaving 19,866 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #434.

Investors Capital Advisory Services first reported a position in BLW in Q1 2014 and has held it in 10 quarters since. The position peaked at $367K in Q2 2014. 71 funds tracked by Wall St. Rank hold BLW as of Q2 2016.

Investors Capital Advisory Services held 19,866 shares of BlackRock Limited Duration Income Trust worth $302K as of Q2 2016.
Investors Capital Advisory Services sold 210 BlackRock Limited Duration Income Trust shares in Q2 2016, an estimated $3.15K.
BlackRock Limited Duration Income Trust made up 0.06% of Investors Capital Advisory Services's portfolio in Q2 2016, its #434 holding.
Investors Capital Advisory Services first reported a position in BlackRock Limited Duration Income Trust in Q1 2014 and has held it in 10 quarters since.
Investors Capital Advisory Services's BlackRock Limited Duration Income Trust position peaked at $367K in Q2 2014.
71 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.