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Strategic Capital Group’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Strategic Capital Group’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
2013
Q4 		– Sell
-1,400
Closed -$24K – 230
2013
Q3 		$24K Hold
1,400
– – 0.01% 232
2013
Q2 		$25K Buy
+1,400
New +$25.6K 0.01% 207

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Capital Group's BLW Position: Q4 2013 in Review

Strategic Capital Group sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2013, closing a stake of 1,400 shares — an estimated $24K sold.

Strategic Capital Group first reported a position in BLW in Q2 2013 and held it in 2 quarters. The position peaked at $25K in Q2 2013. 44 funds tracked by Wall St. Rank hold BLW as of Q4 2013.

  • Strategic Capital Group reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2013 after selling out during the quarter.
  • Strategic Capital Group sold 1,400 BlackRock Limited Duration Income Trust shares in Q4 2013, an estimated $24K.
  • Strategic Capital Group first reported a position in BlackRock Limited Duration Income Trust in Q2 2013 and held it in 2 quarters.
  • Strategic Capital Group's BlackRock Limited Duration Income Trust position peaked at $25K in Q2 2013.
  • 44 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2013.

Based on Strategic Capital Group's 13F filing for Q4 2013, filed 14 Feb 2014.