TRUE Private Wealth Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-858	Closed	-$9K	–	359
2020 Q4	$9K	Hold	858	–	–	﹤0.01%	545
2020 Q3	$8K	Hold	858	–	–	﹤0.01%	519
2020 Q2	$8K	Hold	858	–	–	﹤0.01%	514
2020 Q1	$7K	Hold	858	–	–	﹤0.01%	487
2019 Q4	$9K	Buy	+858	New	+$9.31K	﹤0.01%	606
2019 Q3	–	Sell	-858	Closed	-$9K	–	355
2019 Q2	$9K	Buy	+858	New	+$9.22K	﹤0.01%	558
2018 Q4	–	Sell	-858	Closed	-$9.56K	–	413
2018 Q3	$9.56K	Buy	+858	New	+$9.65K	﹤0.01%	768

Other funds holding DSU

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

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

TRUE Private Wealth Advisors's DSU Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2021, closing a stake of 858 shares — an estimated $9K sold.

TRUE Private Wealth Advisors first reported a position in DSU in Q3 2018 and held it in 7 quarters. The position peaked at $9.56K in Q3 2018. 86 funds tracked by Wall St. Rank hold DSU as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 858 BlackRock Debt Strategies Fund shares in Q1 2021, an estimated $9K.
TRUE Private Wealth Advisors first reported a position in BlackRock Debt Strategies Fund in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's BlackRock Debt Strategies Fund position peaked at $9.56K in Q3 2018.
86 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.