OPS
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Orion Portfolio Solutions’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-153
Closed -$2K – 623
2020
Q2 		$2K Hold
153
– – ﹤0.01% 1741
2020
Q1 		$2K Buy
+153
New +$2.31K ﹤0.01% 1545

Other funds holding BLW

Morgan Stanley
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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Orion Portfolio Solutions's BLW Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of BlackRock Limited Duration Income Trust (BLW) in Q3 2020, closing a stake of 153 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in BLW in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 77 funds tracked by Wall St. Rank hold BLW as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining BlackRock Limited Duration Income Trust position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 153 BlackRock Limited Duration Income Trust shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in BlackRock Limited Duration Income Trust in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's BlackRock Limited Duration Income Trust position peaked at $2K in Q2 2020.
  • 77 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.