Mid Atlantic Financial Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$550K	Sell	47,668 -15,766	-25%	-$179K	0.04%	428
2021 Q2	$726K	Sell	63,434 -19,004	-23%	-$212K	0.05%	349
2021 Q1	$907K	Sell	82,438 -2,800	-3%	-$30K	0.07%	262
2020 Q4	$891K	Buy	85,238 +3,435	+4%	+$34.5K	0.07%	249
2020 Q3	$812K	Sell	81,803 -500	-0.6%	-$4.93K	0.07%	250
2020 Q2	$768K	Buy	82,303 +2,400	+3%	+$22.3K	0.07%	236
2020 Q1	$675K	Buy	79,903 +3,826	+5%	+$39.8K	0.08%	238
2019 Q4	$852K	Sell	76,077 -12,204	-14%	-$132K	0.08%	263
2019 Q3	$949K	Buy	88,281 +1,600	+2%	+$17.3K	0.1%	205
2019 Q2	$934K	Buy	86,681 +5,200	+6%	+$55.9K	0.1%	214
2019 Q1	$873K	Buy	81,481 +11,700	+17%	+$124K	0.1%	226
2018 Q4	$682K	Buy	+69,781	New	+$737K	0.08%	242

Other funds holding DSU

Morgan Stanley New York $1.66T AUM 25.57% 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

OHA

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

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

AAM

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

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

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

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

Mid Atlantic Financial Management reduced its BlackRock Debt Strategies Fund (DSU) stake by 25% in Q3 2021, selling an estimated $179K and leaving 47,668 shares worth $550K. The position accounts for 0.04% of the portfolio, ranked #428.

Mid Atlantic Financial Management first reported a position in DSU in Q4 2018 and has held it in 12 quarters since. The position peaked at $949K in Q3 2019. 86 funds tracked by Wall St. Rank hold DSU as of Q3 2021.

Mid Atlantic Financial Management held 47,668 shares of BlackRock Debt Strategies Fund worth $550K as of Q3 2021.
Mid Atlantic Financial Management sold 15,766 BlackRock Debt Strategies Fund shares in Q3 2021, an estimated $179K.
BlackRock Debt Strategies Fund made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #428 holding.
Mid Atlantic Financial Management first reported a position in BlackRock Debt Strategies Fund in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's BlackRock Debt Strategies Fund position peaked at $949K in Q3 2019.
86 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2021.

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