Tower Research Capital (TRC)’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Tower Research Capital (TRC)’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
2024 Q2	–	Sell	-958	Closed	-$13.4K	–	5694
2024 Q1	$13.4K	Buy	+958	New	+$13.4K	﹤0.01%	3392
2019 Q1	–	Sell	-2,540	Closed	-$34K	–	3798
2018 Q4	$34K	Buy	+2,540	New	+$36K	﹤0.01%	1546
2018 Q2	–	Sell	-4,611	Closed	-$70K	–	3652
2018 Q1	$70K	Buy	+4,611	New	+$71.3K	0.01%	1482
2015 Q2	–	Sell	-1,217	Closed	-$19K	–	4393
2015 Q1	$19K	Buy	+1,217	New	+$19.2K	﹤0.01%	2284
2014 Q1	–	Sell	-3,064	Closed	-$52K	–	4448
2013 Q4	$52K	Buy	3,064 +2,801	+1,065%	+$47.1K	0.01%	1353
2013 Q3	$4K	Sell	263 -437	-62%	-$7.38K	﹤0.01%	3772
2013 Q2	$12K	Buy	+700	New	+$12.8K	﹤0.01%	2174

Other funds holding BLW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

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

Tower Research Capital (TRC)'s BLW Position: Q2 2024 in Review

Tower Research Capital (TRC) sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2024, closing a stake of 958 shares — an estimated $13.4K sold.

Tower Research Capital (TRC) first reported a position in BLW in Q2 2013 and held it in 7 quarters. The position peaked at $70K in Q1 2018. 78 funds tracked by Wall St. Rank hold BLW as of Q2 2024.

Tower Research Capital (TRC) reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2024 after selling out during the quarter.
Tower Research Capital (TRC) sold 958 BlackRock Limited Duration Income Trust shares in Q2 2024, an estimated $13.4K.
Tower Research Capital (TRC) first reported a position in BlackRock Limited Duration Income Trust in Q2 2013 and held it in 7 quarters.
Tower Research Capital (TRC)'s BlackRock Limited Duration Income Trust position peaked at $70K in Q1 2018.
78 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2024.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2024, filed 13 Aug 2024.