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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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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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.