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Romano Brothers & Co’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-800
Closed -$10.5K – 379
2022
Q4 		$10.5K Buy
+800
New +$10.2K ﹤0.01% 721

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Romano Brothers & Co's BLW Position: Q1 2023 in Review

Romano Brothers & Co sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2023, closing a stake of 800 shares — an estimated $10.5K sold.

Romano Brothers & Co first reported a position in BLW in Q4 2022 and held it in 1 quarter. The position peaked at $10.5K in Q4 2022. 71 funds tracked by Wall St. Rank hold BLW as of Q1 2023.

  • Romano Brothers & Co reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 800 BlackRock Limited Duration Income Trust shares in Q1 2023, an estimated $10.5K.
  • Romano Brothers & Co first reported a position in BlackRock Limited Duration Income Trust in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's BlackRock Limited Duration Income Trust position peaked at $10.5K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.