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Simplicity Solutions’s BlackRock Debt Strategies Fund DSU Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-14,589
Closed -$163K – 753
2019
Q4 		$163K Buy
+14,589
New +$158K 0.01% 808
2016
Q4 		– Sell
-3,932
Closed -$43K – 346
2016
Q3 		$43K Buy
+3,932
New +$43K 0.02% 248

Other funds holding DSU

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

Simplicity Solutions's DSU Position: Q1 2020 in Review

Simplicity Solutions sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2020, closing a stake of 14,589 shares — an estimated $163K sold.

Simplicity Solutions first reported a position in DSU in Q3 2016 and held it in 2 quarters. The position peaked at $163K in Q4 2019. 84 funds tracked by Wall St. Rank hold DSU as of Q1 2020.

  • Simplicity Solutions reported no remaining BlackRock Debt Strategies Fund position as of Q1 2020 after selling out during the quarter.
  • Simplicity Solutions sold 14,589 BlackRock Debt Strategies Fund shares in Q1 2020, an estimated $163K.
  • Simplicity Solutions first reported a position in BlackRock Debt Strategies Fund in Q3 2016 and held it in 2 quarters.
  • Simplicity Solutions's BlackRock Debt Strategies Fund position peaked at $163K in Q4 2019.
  • 84 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.