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Realta Investment Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-1,550
Closed -$25K – 422
2019
Q4 		$25K Hold
1,550
– – 0.01% 850
2019
Q3 		$24K Hold
1,550
– – 0.01% 863
2019
Q2 		$23K Hold
1,550
– – 0.01% 882
2019
Q1 		$23K Buy
+1,550
New +$22.4K 0.01% 718

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Realta Investment Advisors's BLW Position: Q1 2020 in Review

Realta Investment Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2020, closing a stake of 1,550 shares — an estimated $25K sold.

Realta Investment Advisors first reported a position in BLW in Q1 2019 and held it in 4 quarters. The position peaked at $25K in Q4 2019. 85 funds tracked by Wall St. Rank hold BLW as of Q1 2020.

  • Realta Investment Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,550 BlackRock Limited Duration Income Trust shares in Q1 2020, an estimated $25K.
  • Realta Investment Advisors first reported a position in BlackRock Limited Duration Income Trust in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's BlackRock Limited Duration Income Trust position peaked at $25K in Q4 2019.
  • 85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.