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

Optimum 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
2024
Q1 		– Sell
-1,000
Closed -$14K – 644
2023
Q4 		$14K Hold
1,000
– – 0.01% 481
2023
Q3 		$12.9K Hold
1,000
– – 0.01% 518
2023
Q2 		$12.9K Sell
1,000
-2,700
-73% -$34.8K 0.01% 525
2023
Q1 		$48.5K Hold
3,700
– – 0.03% 371
2022
Q4 		$48.4K Hold
3,700
– – 0.03% 382
2022
Q3 		$45K Hold
3,700
– – 0.02% 388
2022
Q2 		$47K Hold
3,700
– – 0.02% 405
2022
Q1 		$53K Hold
3,700
– – 0.02% 418
2021
Q4 		$62K Hold
3,700
– – 0.02% 424
2021
Q3 		$63K Sell
3,700
-8,300
-69% -$143K 0.03% 413
2021
Q2 		$204K Sell
12,000
-19,300
-62% -$327K 0.06% 262
2021
Q1 		$524K Hold
31,300
– – 0.15% 138
2020
Q4 		$498K Sell
31,300
-6,500
-17% -$99.1K 0.15% 132
2020
Q3 		$556K Buy
37,800
+5,400
+17% +$79.7K 0.19% 123
2020
Q2 		$451K Sell
32,400
-5,100
-14% -$68.7K 0.16% 141
2020
Q1 		$473K Hold
37,500
– – 0.19% 127
2019
Q4 		$615K Buy
37,500
+3,000
+9% +$47.6K 0.18% 140
2019
Q3 		$539K Buy
34,500
+28,000
+431% +$430K 0.17% 144
2019
Q2 		$98K Buy
6,500
+800
+14% +$11.9K 0.03% 383
2019
Q1 		$84K Hold
5,700
– – 0.03% 407
2018
Q4 		$76K Buy
5,700
+1,400
+33% +$19.8K 0.03% 393
2018
Q3 		$64K Buy
4,300
+2,300
+115% +$34.3K 0.02% 484
2018
Q2 		$30K Buy
+2,000
New +$29.9K 0.01% 643
2013
Q4 		– Sell
-100
Closed -$2K – 754
2013
Q3 		$2K Buy
+100
New +$1.69K ﹤0.01% 682

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
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
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Optimum Investment Advisors's BLW Position: Q1 2024 in Review

Optimum Investment Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2024, closing a stake of 1,000 shares — an estimated $14K sold.

Optimum Investment Advisors first reported a position in BLW in Q3 2013 and held it in 24 quarters. The position peaked at $615K in Q4 2019. 80 funds tracked by Wall St. Rank hold BLW as of Q1 2024.

  • Optimum Investment Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 BlackRock Limited Duration Income Trust shares in Q1 2024, an estimated $14K.
  • Optimum Investment Advisors first reported a position in BlackRock Limited Duration Income Trust in Q3 2013 and held it in 24 quarters.
  • Optimum Investment Advisors's BlackRock Limited Duration Income Trust position peaked at $615K in Q4 2019.
  • 80 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2024.

Based on Optimum Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.