National Planning Corporation’s BlackRock Limited Duration Income Trust BLW Stock Holding History

National Planning Corporation’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
2016 Q4	–	Sell	-10,277	Closed	-$154K	–	698
2016 Q3	$154K	Buy	+10,277	New	+$159K	0.01%	612
2015 Q1	–	Sell	-2,900	Closed	-$45.6K	–	809
2014 Q4	$45.6K	Buy	+2,900	New	+$46.3K	﹤0.01%	1298

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

RCM

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

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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

National Planning Corporation's BLW Position: Q4 2016 in Review

National Planning Corporation sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2016, closing a stake of 10,277 shares — an estimated $154K sold.

National Planning Corporation first reported a position in BLW in Q4 2014 and held it in 2 quarters. The position peaked at $154K in Q3 2016. 69 funds tracked by Wall St. Rank hold BLW as of Q4 2016.

National Planning Corporation reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2016 after selling out during the quarter.
National Planning Corporation sold 10,277 BlackRock Limited Duration Income Trust shares in Q4 2016, an estimated $154K.
National Planning Corporation first reported a position in BlackRock Limited Duration Income Trust in Q4 2014 and held it in 2 quarters.
National Planning Corporation's BlackRock Limited Duration Income Trust position peaked at $154K in Q3 2016.
69 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2016.

Based on National Planning Corporation's 13F filing for Q4 2016, filed 7 Feb 2017.