SC
DSU icon

Stolper & Co’s BlackRock Debt Strategies Fund DSU Stock Holding History

Stolper & Co’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
2021
Q4 		– Sell
-67,718
Closed -$781K – 87
2021
Q3 		$781K Buy
67,718
+5,162
+8% +$58.7K 0.37% 62
2021
Q2 		$716K Buy
62,556
+356
+0.6% +$3.98K 0.34% 60
2021
Q1 		$684K Sell
62,200
-676
-1% -$7.25K 0.35% 59
2020
Q4 		$657K Sell
62,876
-998
-2% -$10K 0.37% 61
2020
Q3 		$635K Buy
63,874
+3,278
+5% +$32.3K 0.41% 54
2020
Q2 		$565K Buy
60,596
+298
+0.5% +$2.77K 0.37% 58
2020
Q1 		$510K Buy
+60,298
New +$628K 0.37% 61

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $417M AUM 16.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stolper & Co's DSU Position: Q4 2021 in Review

Stolper & Co sold out of BlackRock Debt Strategies Fund (DSU) in Q4 2021, closing a stake of 67,718 shares — an estimated $781K sold.

Stolper & Co first reported a position in DSU in Q1 2020 and held it in 7 quarters. The position peaked at $781K in Q3 2021. 87 funds tracked by Wall St. Rank hold DSU as of Q4 2021.

  • Stolper & Co reported no remaining BlackRock Debt Strategies Fund position as of Q4 2021 after selling out during the quarter.
  • Stolper & Co sold 67,718 BlackRock Debt Strategies Fund shares in Q4 2021, an estimated $781K.
  • Stolper & Co first reported a position in BlackRock Debt Strategies Fund in Q1 2020 and held it in 7 quarters.
  • Stolper & Co's BlackRock Debt Strategies Fund position peaked at $781K in Q3 2021.
  • 87 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2021.

Based on Stolper & Co's 13F filing for Q4 2021, filed 11 Jan 2022.