Ranch Capital Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Ranch Capital Advisors’s Portfolio BLW Stock Details BLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-8,217	Closed	-$140K	–	205
2021 Q3	$140K	Hold	8,217	–	–	0.09%	172
2021 Q2	$139K	Hold	8,217	–	–	0.08%	187
2021 Q1	$137K	Hold	8,217	–	–	0.09%	184
2020 Q4	$130K	Hold	8,217	–	–	0.09%	181
2020 Q3	$120K	Sell	8,217 -2,200	-21%	-$32.5K	0.1%	180
2020 Q2	$156K	Buy	10,417 +5,467	+110%	+$73.7K	0.12%	160
2020 Q1	$62K	Hold	4,950	–	–	0.06%	234
2019 Q4	$81K	Buy	+4,950	New	+$78.6K	0.07%	246

Other funds holding BLW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ranch Capital Advisors's BLW Position: Q4 2021 in Review

Ranch Capital Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2021, closing a stake of 8,217 shares — an estimated $140K sold.

Ranch Capital Advisors first reported a position in BLW in Q4 2019 and held it in 8 quarters. The position peaked at $156K in Q2 2020. 80 funds tracked by Wall St. Rank hold BLW as of Q4 2021.

Ranch Capital Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 8,217 BlackRock Limited Duration Income Trust shares in Q4 2021, an estimated $140K.
Ranch Capital Advisors first reported a position in BlackRock Limited Duration Income Trust in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's BlackRock Limited Duration Income Trust position peaked at $156K in Q2 2020.
80 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.