Lehman Financial Resources’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-200	Closed	-$2K	–	93
2015 Q3	$2K	Hold	200	–	–	﹤0.01%	407
2015 Q2	$3K	Hold	200	–	–	﹤0.01%	378
2015 Q1	$3K	Hold	200	–	–	﹤0.01%	373
2014 Q4	$3K	Hold	200	–	–	﹤0.01%	362
2014 Q3	$3K	Hold	200	–	–	﹤0.01%	375
2014 Q2	$3K	Hold	200	–	–	﹤0.01%	360
2014 Q1	$3K	Hold	200	–	–	﹤0.01%	363
2013 Q4	$3K	Hold	200	–	–	﹤0.01%	347
2013 Q3	$3K	Hold	200	–	–	﹤0.01%	337
2013 Q2	$4K	Buy	+200	New	+$3.66K	﹤0.01%	290

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

RVPG

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

RCM

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

Lehman Financial Resources's BLW Position: Q4 2015 in Review

Lehman Financial Resources sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2015, closing a stake of 200 shares — an estimated $2K sold.

Lehman Financial Resources first reported a position in BLW in Q2 2013 and held it in 10 quarters. The position peaked at $4K in Q2 2013. 67 funds tracked by Wall St. Rank hold BLW as of Q4 2015.

Lehman Financial Resources reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 200 BlackRock Limited Duration Income Trust shares in Q4 2015, an estimated $2K.
Lehman Financial Resources first reported a position in BlackRock Limited Duration Income Trust in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's BlackRock Limited Duration Income Trust position peaked at $4K in Q2 2013.
67 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.