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Kovitz Investment Group’s BlackRock Debt Strategies Fund DSU Stock Holding History

Kovitz Investment Group’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
2015
Q4 		$1.41M Buy
+138,938
New +$1.41M 0.09% 66

Other funds holding DSU

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return

Kovitz Investment Group's DSU Position: Q4 2015 in Review

Kovitz Investment Group opened a new position in BlackRock Debt Strategies Fund (DSU) in Q4 2015: 138,938 shares worth $1.41M. The stake represents 0.09% of the portfolio and ranks #66 among its holdings.

104 funds tracked by Wall St. Rank hold DSU as of Q4 2015.

  • Kovitz Investment Group held 138,938 shares of BlackRock Debt Strategies Fund worth $1.41M as of Q4 2015.
  • BlackRock Debt Strategies Fund was a new Kovitz Investment Group position in Q4 2015.
  • BlackRock Debt Strategies Fund made up 0.09% of Kovitz Investment Group's portfolio in Q4 2015, its #66 holding.
  • 104 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.