M&R Capital Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

M&R Capital Management’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
2020 Q4	–	Sell	-217	Closed	-$2K	–	433
2020 Q3	$2K	Hold	217	–	–	﹤0.01%	430
2020 Q2	$2K	Sell	217 -217	-50%	-$2.01K	﹤0.01%	436
2020 Q1	$3K	Hold	434	–	–	﹤0.01%	419
2019 Q4	$4K	Hold	434	–	–	﹤0.01%	431
2019 Q3	$4K	Hold	434	–	–	﹤0.01%	444
2019 Q2	$4K	Hold	434	–	–	﹤0.01%	454
2019 Q1	$4K	Hold	434	–	–	﹤0.01%	454
2018 Q4	$4K	Hold	434	–	–	﹤0.01%	457
2018 Q3	$4K	Sell	434 -678	-61%	-$7.63K	﹤0.01%	481
2018 Q2	$12K	Hold	1,112	–	–	﹤0.01%	414
2018 Q1	$12K	Hold	1,112	–	–	﹤0.01%	424
2017 Q4	$13K	Hold	1,112	–	–	﹤0.01%	423
2017 Q3	$12K	Hold	1,112	–	–	﹤0.01%	435
2017 Q2	$12K	Hold	1,112	–	–	﹤0.01%	430
2017 Q1	$12K	Hold	1,112	–	–	﹤0.01%	430
2016 Q4	$12K	Sell	1,112 -1	-0.1%	-$11	﹤0.01%	420
2016 Q3	$12K	Hold	1,113	–	–	﹤0.01%	417
2016 Q2	$11K	Buy	+1,113	New	+$11.8K	﹤0.01%	421

Other funds holding DSU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

AAM

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

M&R Capital Management's DSU Position: Q4 2020 in Review

M&R Capital Management sold out of BlackRock Debt Strategies Fund (DSU) in Q4 2020, closing a stake of 217 shares — an estimated $2K sold.

M&R Capital Management first reported a position in DSU in Q2 2016 and held it in 18 quarters. The position peaked at $13K in Q4 2017. 90 funds tracked by Wall St. Rank hold DSU as of Q4 2020.

M&R Capital Management reported no remaining BlackRock Debt Strategies Fund position as of Q4 2020 after selling out during the quarter.
M&R Capital Management sold 217 BlackRock Debt Strategies Fund shares in Q4 2020, an estimated $2K.
M&R Capital Management first reported a position in BlackRock Debt Strategies Fund in Q2 2016 and held it in 18 quarters.
M&R Capital Management's BlackRock Debt Strategies Fund position peaked at $13K in Q4 2017.
90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2020.

Based on M&R Capital Management's 13F filing for Q4 2020, filed 5 Jan 2021.