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Salem Investment Counselors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Salem Investment Counselors’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
2017
Q4 		– Sell
-650
Closed -$8K – 565
2017
Q3 		$8K Hold
650
– – ﹤0.01% 468
2017
Q2 		$8K Buy
+650
New +$7.57K ﹤0.01% 488
2017
Q1 		– Sell
-650
Closed -$7K – 568
2016
Q4 		$7K Buy
+650
New +$7.11K ﹤0.01% 517

Other funds holding DSU

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Salem Investment Counselors's DSU Position: Q4 2017 in Review

Salem Investment Counselors sold out of BlackRock Debt Strategies Fund (DSU) in Q4 2017, closing a stake of 650 shares — an estimated $8K sold.

Salem Investment Counselors first reported a position in DSU in Q4 2016 and held it in 3 quarters. The position peaked at $8K in Q3 2017. 77 funds tracked by Wall St. Rank hold DSU as of Q4 2017.

  • Salem Investment Counselors reported no remaining BlackRock Debt Strategies Fund position as of Q4 2017 after selling out during the quarter.
  • Salem Investment Counselors sold 650 BlackRock Debt Strategies Fund shares in Q4 2017, an estimated $8K.
  • Salem Investment Counselors first reported a position in BlackRock Debt Strategies Fund in Q4 2016 and held it in 3 quarters.
  • Salem Investment Counselors's BlackRock Debt Strategies Fund position peaked at $8K in Q3 2017.
  • 77 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2017.

Based on Salem Investment Counselors's 13F filing for Q4 2017, filed 16 Feb 2018.