LPL Financial
BHD

LPL Financial’s BLACKROCK STRATEGIC BOND TRUST BHD Stock Holding History

LPL Financial’s Portfolio BHD Stock Details BHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-11,741
Closed -$153K – 2636
2013
Q2 		$153K Buy
+11,741
New +$168K ﹤0.01% 2275

Other funds holding BHD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

LPL Financial's BHD Position: Q3 2013 in Review

LPL Financial sold out of BLACKROCK STRATEGIC BOND TRUST (BHD) in Q3 2013, closing a stake of 11,741 shares — an estimated $153K sold.

LPL Financial first reported a position in BHD in Q2 2013 and held it in 1 quarter. The position peaked at $153K in Q2 2013. 25 funds tracked by Wall St. Rank hold BHD as of Q3 2013.

  • LPL Financial reported no remaining BLACKROCK STRATEGIC BOND TRUST position as of Q3 2013 after selling out during the quarter.
  • LPL Financial sold 11,741 BLACKROCK STRATEGIC BOND TRUST shares in Q3 2013, an estimated $153K.
  • LPL Financial first reported a position in BLACKROCK STRATEGIC BOND TRUST in Q2 2013 and held it in 1 quarter.
  • LPL Financial's BLACKROCK STRATEGIC BOND TRUST position peaked at $153K in Q2 2013.
  • 25 funds tracked by Wall St. Rank held BLACKROCK STRATEGIC BOND TRUST as of Q3 2013.

Based on LPL Financial's 13F filing for Q3 2013, filed 4 Nov 2013.