SeaCrest Wealth Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

SeaCrest Wealth Management’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
2019 Q2	–	Sell	-10,339	Closed	-$152K	–	678
2019 Q1	$152K	Sell	10,339 -2,000	-16%	-$28.9K	0.03%	552
2018 Q4	$165K	Hold	12,339	–	–	0.03%	478
2018 Q3	$184K	Sell	12,339 -304	-2%	-$4.54K	0.03%	531
2018 Q2	$188K	Hold	12,643	–	–	0.03%	510
2018 Q1	$191K	Hold	12,643	–	–	0.04%	497
2017 Q4	$201K	Buy	+12,643	New	+$202K	0.04%	488

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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

SeaCrest Wealth Management's BLW Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2019, closing a stake of 10,339 shares — an estimated $152K sold.

SeaCrest Wealth Management first reported a position in BLW in Q4 2017 and held it in 6 quarters. The position peaked at $201K in Q4 2017. 76 funds tracked by Wall St. Rank hold BLW as of Q2 2019.

SeaCrest Wealth Management reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 10,339 BlackRock Limited Duration Income Trust shares in Q2 2019, an estimated $152K.
SeaCrest Wealth Management first reported a position in BlackRock Limited Duration Income Trust in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's BlackRock Limited Duration Income Trust position peaked at $201K in Q4 2017.
76 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.