Mid Atlantic Financial Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$931K	Buy	54,492 +7,565	+16%	+$130K	0.06%	274
2021 Q2	$799K	Sell	46,927 -700	-1%	-$11.8K	0.05%	315
2021 Q1	$798K	Sell	47,627 -2,600	-5%	-$41.7K	0.06%	302
2020 Q4	$800K	Buy	50,227 +3,000	+6%	+$45.7K	0.06%	277
2020 Q3	$708K	Sell	47,227 -2,100	-4%	-$31K	0.06%	277
2020 Q2	$687K	Buy	49,327 +600	+1%	+$8.09K	0.07%	255
2020 Q1	$615K	Buy	48,727 +4,110	+9%	+$62K	0.07%	255
2019 Q4	$731K	Sell	44,617 -12,250	-22%	-$194K	0.07%	296
2019 Q3	$889K	Buy	56,867 +505	+0.9%	+$7.76K	0.09%	225
2019 Q2	$845K	Buy	56,362 +520	+0.9%	+$7.72K	0.09%	245
2019 Q1	$821K	Sell	55,842 -18,680	-25%	-$270K	0.09%	236
2018 Q4	$996K	Buy	+74,522	New	+$1.06M	0.12%	159

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mid Atlantic Financial Management's BLW Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its BlackRock Limited Duration Income Trust (BLW) stake by 16% in Q3 2021, buying an estimated $130K and bringing the position to 54,492 shares worth $931K. The position accounts for 0.06% of the portfolio, ranked #274.

Mid Atlantic Financial Management first reported a position in BLW in Q4 2018 and has held it in 12 quarters since. The position peaked at $996K in Q4 2018. 82 funds tracked by Wall St. Rank hold BLW as of Q3 2021.

Mid Atlantic Financial Management held 54,492 shares of BlackRock Limited Duration Income Trust worth $931K as of Q3 2021.
Mid Atlantic Financial Management bought 7,565 BlackRock Limited Duration Income Trust shares in Q3 2021, an estimated $130K.
BlackRock Limited Duration Income Trust made up 0.06% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #274 holding.
Mid Atlantic Financial Management first reported a position in BlackRock Limited Duration Income Trust in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's BlackRock Limited Duration Income Trust position peaked at $996K in Q4 2018.
82 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.