Peachtree Investment Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Peachtree Investment Advisors’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
2015 Q4	–	Sell	-3,697	Closed	-$37K	–	95
2015 Q3	$37K	Sell	3,697 -51,666	-93%	-$545K	0.04%	103
2015 Q2	$601K	Sell	55,363 -9,149	-14%	-$103K	0.45%	64
2015 Q1	$722K	Sell	64,512 -1,000	-2%	-$11.2K	0.52%	60
2014 Q4	$731K	Buy	65,512 +21,667	+49%	+$244K	0.49%	60
2014 Q3	$502K	Buy	43,845 +5,333	+14%	+$63.4K	0.34%	84
2014 Q2	$474K	Hold	38,512	–	–	0.32%	84
2014 Q1	$474K	Buy	38,512 +347	+0.9%	+$4.23K	0.32%	87
2013 Q4	$457K	Buy	+38,165	New	+$460K	0.31%	89

Other funds holding DSU

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

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

NCM

Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

Peachtree Investment Advisors's DSU Position: Q4 2015 in Review

Peachtree Investment Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q4 2015, closing a stake of 3,697 shares — an estimated $37K sold.

Peachtree Investment Advisors first reported a position in DSU in Q4 2013 and held it in 8 quarters. The position peaked at $731K in Q4 2014. 104 funds tracked by Wall St. Rank hold DSU as of Q4 2015.

Peachtree Investment Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q4 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 3,697 BlackRock Debt Strategies Fund shares in Q4 2015, an estimated $37K.
Peachtree Investment Advisors first reported a position in BlackRock Debt Strategies Fund in Q4 2013 and held it in 8 quarters.
Peachtree Investment Advisors's BlackRock Debt Strategies Fund position peaked at $731K in Q4 2014.
104 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2015.

Based on Peachtree Investment Advisors's 13F filing for Q4 2015, filed 14 Jan 2016.