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Joseph P. Lucia & Associates’s BlackRock Debt Strategies Fund DSU Stock Holding History

Joseph P. Lucia & Associates’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
2019
Q4 		– Sell
-1,762
Closed -$19K – 455
2019
Q3 		$19K Hold
1,762
– – 0.02% 246
2019
Q2 		$19K Buy
+1,762
New +$18.9K 0.02% 248

Other funds holding DSU

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Joseph P. Lucia & Associates's DSU Position: Q4 2019 in Review

Joseph P. Lucia & Associates sold out of BlackRock Debt Strategies Fund (DSU) in Q4 2019, closing a stake of 1,762 shares — an estimated $19K sold.

Joseph P. Lucia & Associates first reported a position in DSU in Q2 2019 and held it in 2 quarters. The position peaked at $19K in Q3 2019. 87 funds tracked by Wall St. Rank hold DSU as of Q4 2019.

  • Joseph P. Lucia & Associates reported no remaining BlackRock Debt Strategies Fund position as of Q4 2019 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1,762 BlackRock Debt Strategies Fund shares in Q4 2019, an estimated $19K.
  • Joseph P. Lucia & Associates first reported a position in BlackRock Debt Strategies Fund in Q2 2019 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's BlackRock Debt Strategies Fund position peaked at $19K in Q3 2019.
  • 87 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2019, filed 23 Jan 2020.