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Mountain Capital Investment Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-1,147
Closed -$18K – 85
2017
Q3 		$18K Hold
1,147
– – 0.02% 195
2017
Q2 		$18K Buy
+1,147
New +$18K 0.02% 222

Other funds holding BLW

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Mountain Capital Investment Advisors's BLW Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2017, closing a stake of 1,147 shares — an estimated $18K sold.

Mountain Capital Investment Advisors first reported a position in BLW in Q2 2017 and held it in 2 quarters. The position peaked at $18K in Q3 2017. 73 funds tracked by Wall St. Rank hold BLW as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,147 BlackRock Limited Duration Income Trust shares in Q4 2017, an estimated $18K.
  • Mountain Capital Investment Advisors first reported a position in BlackRock Limited Duration Income Trust in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's BlackRock Limited Duration Income Trust position peaked at $18K in Q3 2017.
  • 73 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.