Koshinski Asset Management
BLW icon

Koshinski Asset Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-7,784
Closed -$112K – 730
2022
Q1 		$112K Buy
7,784
+93
+1% +$1.38K 0.01% 789
2021
Q4 		$130K Buy
7,691
+169
+2% +$2.87K 0.01% 761
2021
Q3 		$129K Buy
+7,522
New +$129K 0.01% 751

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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BI
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Koshinski Asset Management's BLW Position: Q2 2022 in Review

Koshinski Asset Management sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2022, closing a stake of 7,784 shares — an estimated $112K sold.

Koshinski Asset Management first reported a position in BLW in Q3 2021 and held it in 3 quarters. The position peaked at $130K in Q4 2021. 76 funds tracked by Wall St. Rank hold BLW as of Q2 2022.

  • Koshinski Asset Management reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 7,784 BlackRock Limited Duration Income Trust shares in Q2 2022, an estimated $112K.
  • Koshinski Asset Management first reported a position in BlackRock Limited Duration Income Trust in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's BlackRock Limited Duration Income Trust position peaked at $130K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.