KWM
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Kingsview Wealth Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Kingsview Wealth 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
2021
Q1 		– Sell
-10,504
Closed -$167K – 868
2020
Q4 		$167K Sell
10,504
-22,636
-68% -$345K 0.01% 669
2020
Q3 		$487K Buy
+33,140
New +$489K 0.04% 368

Other funds holding BLW

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BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Kingsview Wealth Management's BLW Position: Q1 2021 in Review

Kingsview Wealth Management sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2021, closing a stake of 10,504 shares — an estimated $167K sold.

Kingsview Wealth Management first reported a position in BLW in Q3 2020 and held it in 2 quarters. The position peaked at $487K in Q3 2020. 79 funds tracked by Wall St. Rank hold BLW as of Q1 2021.

  • Kingsview Wealth Management reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,504 BlackRock Limited Duration Income Trust shares in Q1 2021, an estimated $167K.
  • Kingsview Wealth Management first reported a position in BlackRock Limited Duration Income Trust in Q3 2020 and held it in 2 quarters.
  • Kingsview Wealth Management's BlackRock Limited Duration Income Trust position peaked at $487K in Q3 2020.
  • 79 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.