RWA
DSU icon

Ropes Wealth Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Ropes Wealth 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
2020
Q4 		– Sell
-1,088
Closed -$11K – 826
2020
Q3 		$11K Buy
+1,088
New +$10.7K ﹤0.01% 503

Other funds holding DSU

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

Ropes Wealth Advisors's DSU Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q4 2020, closing a stake of 1,088 shares — an estimated $11K sold.

Ropes Wealth Advisors first reported a position in DSU in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 90 funds tracked by Wall St. Rank hold DSU as of Q4 2020.

  • Ropes Wealth Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q4 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,088 BlackRock Debt Strategies Fund shares in Q4 2020, an estimated $11K.
  • Ropes Wealth Advisors first reported a position in BlackRock Debt Strategies Fund in Q3 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's BlackRock Debt Strategies Fund position peaked at $11K in Q3 2020.
  • 90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.