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Plante Moran Financial Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Plante Moran Financial 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
2021
Q1 		– Sell
-18,714
Closed -$196K – 1017
2020
Q4 		$196K Hold
18,714
– – 0.06% 171
2020
Q3 		$186K Buy
+18,714
New +$185K 0.07% 161

Other funds holding DSU

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BI
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Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Plante Moran Financial Advisors's DSU Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2021, closing a stake of 18,714 shares — an estimated $196K sold.

Plante Moran Financial Advisors first reported a position in DSU in Q3 2020 and held it in 2 quarters. The position peaked at $196K in Q4 2020. 86 funds tracked by Wall St. Rank hold DSU as of Q1 2021.

  • Plante Moran Financial Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q1 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 18,714 BlackRock Debt Strategies Fund shares in Q1 2021, an estimated $196K.
  • Plante Moran Financial Advisors first reported a position in BlackRock Debt Strategies Fund in Q3 2020 and held it in 2 quarters.
  • Plante Moran Financial Advisors's BlackRock Debt Strategies Fund position peaked at $196K in Q4 2020.
  • 86 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.