Karp Capital Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Karp Capital Management’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
2019 Q1	–	Sell	-141	Closed	-$2K	–	138
2018 Q4	$2K	Buy	+141	New	+$2K	﹤0.01%	325
2015 Q4	–	Sell	-141	Closed	-$2K	–	118
2015 Q3	$2K	Hold	141	–	–	﹤0.01%	321
2015 Q2	$2K	Hold	141	–	–	﹤0.01%	353
2015 Q1	$2K	Hold	141	–	–	﹤0.01%	332
2014 Q4	$2K	Buy	+141	New	+$2.25K	﹤0.01%	331

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

RVPG

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

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

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

Karp Capital Management's BLW Position: Q1 2019 in Review

Karp Capital Management sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2019, closing a stake of 141 shares — an estimated $2K sold.

Karp Capital Management first reported a position in BLW in Q4 2014 and held it in 5 quarters. The position peaked at $2K in Q4 2018. 74 funds tracked by Wall St. Rank hold BLW as of Q1 2019.

Karp Capital Management reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 141 BlackRock Limited Duration Income Trust shares in Q1 2019, an estimated $2K.
Karp Capital Management first reported a position in BlackRock Limited Duration Income Trust in Q4 2014 and held it in 5 quarters.
Karp Capital Management's BlackRock Limited Duration Income Trust position peaked at $2K in Q4 2018.
74 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.