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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

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Citigroup
Citigroup New York $235B AUM 32.99% 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. 79 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.
  • 79 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.