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

Regal 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
2015 Q4	–	Sell	-4,292	Closed	-$61K	–	336
2015 Q3	$61K	Sell	4,292 -253	-6%	-$3.75K	0.02%	403
2015 Q2	$68K	Sell	4,545 -272	-6%	-$4.34K	0.02%	384
2015 Q1	$76K	Sell	4,817 -369	-7%	-$5.82K	0.02%	381
2014 Q4	$82K	Hold	5,186	–	–	0.02%	333
2014 Q3	$84K	Hold	5,186	–	–	0.03%	328
2014 Q2	$90K	Hold	5,186	–	–	0.03%	297
2014 Q1	$89K	Hold	5,186	–	–	0.04%	277
2013 Q4	$89K	Sell	5,186 -250	-5%	-$4.2K	0.05%	224
2013 Q3	$92K	Sell	5,436 -190	-3%	-$3.21K	0.05%	241
2013 Q2	$99K	Buy	+5,626	New	+$103K	0.05%	234

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Regal Investment Advisors's BLW Position: Q4 2015 in Review

Regal Investment Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2015, closing a stake of 4,292 shares — an estimated $61K sold.

Regal Investment Advisors first reported a position in BLW in Q2 2013 and held it in 10 quarters. The position peaked at $99K in Q2 2013. 67 funds tracked by Wall St. Rank hold BLW as of Q4 2015.

Regal Investment Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 4,292 BlackRock Limited Duration Income Trust shares in Q4 2015, an estimated $61K.
Regal Investment Advisors first reported a position in BlackRock Limited Duration Income Trust in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's BlackRock Limited Duration Income Trust position peaked at $99K in Q2 2013.
67 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.