LB
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Legacy Bridge’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Legacy Bridge’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
2020
Q1 		– Sell
-1,300
Closed -$21K – 285
2019
Q4 		$21K Hold
1,300
– – 0.02% 225
2019
Q3 		$20K Hold
1,300
– – 0.02% 218
2019
Q2 		$20K Hold
1,300
– – 0.02% 219
2019
Q1 		$19K Buy
+1,300
New +$18.8K 0.02% 221

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Legacy Bridge's BLW Position: Q1 2020 in Review

Legacy Bridge sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2020, closing a stake of 1,300 shares — an estimated $21K sold.

Legacy Bridge first reported a position in BLW in Q1 2019 and held it in 4 quarters. The position peaked at $21K in Q4 2019. 85 funds tracked by Wall St. Rank hold BLW as of Q1 2020.

  • Legacy Bridge reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2020 after selling out during the quarter.
  • Legacy Bridge sold 1,300 BlackRock Limited Duration Income Trust shares in Q1 2020, an estimated $21K.
  • Legacy Bridge first reported a position in BlackRock Limited Duration Income Trust in Q1 2019 and held it in 4 quarters.
  • Legacy Bridge's BlackRock Limited Duration Income Trust position peaked at $21K in Q4 2019.
  • 85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2020.

Based on Legacy Bridge's 13F filing for Q1 2020, filed 9 Apr 2020.