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Money Concepts Capital’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-16,886
Closed -$221K – 747
2022
Q4 		$221K Buy
+16,886
New +$215K 0.01% 647
2022
Q2 		– Sell
-12,616
Closed -$181K – 1573
2022
Q1 		$181K Buy
+12,616
New +$187K 0.01% 777

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Money Concepts Capital's BLW Position: Q1 2023 in Review

Money Concepts Capital sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2023, closing a stake of 16,886 shares — an estimated $221K sold.

Money Concepts Capital first reported a position in BLW in Q1 2022 and held it in 2 quarters. The position peaked at $221K in Q4 2022. 71 funds tracked by Wall St. Rank hold BLW as of Q1 2023.

  • Money Concepts Capital reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 16,886 BlackRock Limited Duration Income Trust shares in Q1 2023, an estimated $221K.
  • Money Concepts Capital first reported a position in BlackRock Limited Duration Income Trust in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's BlackRock Limited Duration Income Trust position peaked at $221K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.