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Transamerica Financial Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Transamerica Financial 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
2018
Q2 		– Sell
-1,412
Closed -$17K – 516
2018
Q1 		$17K Hold
1,412
– – ﹤0.01% 254
2017
Q4 		$17K Buy
+1,412
New +$16.5K ﹤0.01% 255

Other funds holding DSU

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Transamerica Financial Advisors's DSU Position: Q2 2018 in Review

Transamerica Financial Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q2 2018, closing a stake of 1,412 shares — an estimated $17K sold.

Transamerica Financial Advisors first reported a position in DSU in Q4 2017 and held it in 2 quarters. The position peaked at $17K in Q1 2018. 78 funds tracked by Wall St. Rank hold DSU as of Q2 2018.

  • Transamerica Financial Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q2 2018 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1,412 BlackRock Debt Strategies Fund shares in Q2 2018, an estimated $17K.
  • Transamerica Financial Advisors first reported a position in BlackRock Debt Strategies Fund in Q4 2017 and held it in 2 quarters.
  • Transamerica Financial Advisors's BlackRock Debt Strategies Fund position peaked at $17K in Q1 2018.
  • 78 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2018.

Based on Transamerica Financial Advisors's 13F filing for Q2 2018, filed 25 Jul 2018.