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Sheaff Brock Investment Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Sheaff Brock Investment 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
2022
Q4 		– Sell
-17,784
Closed -$159K – 517
2022
Q3 		$159K Buy
17,784
+500
+3% +$4.75K 0.02% 438
2022
Q2 		$158K Hold
17,284
– – 0.01% 449
2022
Q1 		$180K Hold
17,284
– – 0.01% 494
2021
Q4 		$202K Hold
17,284
– – 0.01% 489
2021
Q3 		$199K Hold
17,284
– – 0.01% 497
2021
Q2 		$198K Hold
17,284
– – 0.01% 479
2021
Q1 		$190K Hold
17,284
– – 0.02% 451
2020
Q4 		$181K Buy
17,284
+500
+3% +$5.03K 0.02% 438
2020
Q3 		$167K Hold
16,784
– – 0.02% 406
2020
Q2 		$157K Hold
16,784
– – 0.02% 404
2020
Q1 		$142K Hold
16,784
– – 0.02% 354
2019
Q4 		$188K Hold
16,784
– – 0.02% 421
2019
Q3 		$180K Buy
16,784
+3,000
+22% +$32.4K 0.02% 409
2019
Q2 		$148K Buy
+13,784
New +$148K 0.02% 446

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Sheaff Brock Investment Advisors's DSU Position: Q4 2022 in Review

Sheaff Brock Investment Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q4 2022, closing a stake of 17,784 shares — an estimated $159K sold.

Sheaff Brock Investment Advisors first reported a position in DSU in Q2 2019 and held it in 14 quarters. The position peaked at $202K in Q4 2021. 101 funds tracked by Wall St. Rank hold DSU as of Q4 2022.

  • Sheaff Brock Investment Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q4 2022 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 17,784 BlackRock Debt Strategies Fund shares in Q4 2022, an estimated $159K.
  • Sheaff Brock Investment Advisors first reported a position in BlackRock Debt Strategies Fund in Q2 2019 and held it in 14 quarters.
  • Sheaff Brock Investment Advisors's BlackRock Debt Strategies Fund position peaked at $202K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.