PFO
DSU icon

Pathstone Family Office’s BlackRock Debt Strategies Fund DSU Stock Holding History

Pathstone Family Office’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,372
Closed -$73K – 452
2017
Q1 		$73K Buy
+6,372
New +$73.3K 0.04% 147

Other funds holding DSU

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pathstone Family Office's DSU Position: Q2 2017 in Review

Pathstone Family Office sold out of BlackRock Debt Strategies Fund (DSU) in Q2 2017, closing a stake of 6,372 shares — an estimated $73K sold.

Pathstone Family Office first reported a position in DSU in Q1 2017 and held it in 1 quarter. The position peaked at $73K in Q1 2017. 79 funds tracked by Wall St. Rank hold DSU as of Q2 2017.

  • Pathstone Family Office reported no remaining BlackRock Debt Strategies Fund position as of Q2 2017 after selling out during the quarter.
  • Pathstone Family Office sold 6,372 BlackRock Debt Strategies Fund shares in Q2 2017, an estimated $73K.
  • Pathstone Family Office first reported a position in BlackRock Debt Strategies Fund in Q1 2017 and held it in 1 quarter.
  • Pathstone Family Office's BlackRock Debt Strategies Fund position peaked at $73K in Q1 2017.
  • 79 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2017.

Based on Pathstone Family Office's 13F filing for Q2 2017, filed 11 Aug 2017.