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Peak Asset Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Peak Asset Management’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
2016
Q1 		– Sell
-3,603
Closed -$36K – 126
2015
Q4 		$36K Buy
+3,603
New +$36.5K 0.02% 118
2015
Q3 		– Sell
-3,603
Closed -$39K – 119
2015
Q2 		$39K Buy
+3,603
New +$40.4K 0.02% 118

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RCM
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AAM
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JP Morgan Chase
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OHA
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Invesco
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Bessemer Group
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return