UCI
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Uncommon Cents Investing’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Uncommon Cents Investing’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
Q4 		– Sell
-900
Closed -$13K – 225
2024
Q3 		$13K Buy
+900
New +$12.8K ﹤0.01% 327

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Uncommon Cents Investing's BLW Position: Q4 2024 in Review

Uncommon Cents Investing sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2024, closing a stake of 900 shares — an estimated $13K sold.

Uncommon Cents Investing first reported a position in BLW in Q3 2024 and held it in 1 quarter. The position peaked at $13K in Q3 2024. 76 funds tracked by Wall St. Rank hold BLW as of Q4 2024.

  • Uncommon Cents Investing reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2024 after selling out during the quarter.
  • Uncommon Cents Investing sold 900 BlackRock Limited Duration Income Trust shares in Q4 2024, an estimated $13K.
  • Uncommon Cents Investing first reported a position in BlackRock Limited Duration Income Trust in Q3 2024 and held it in 1 quarter.
  • Uncommon Cents Investing's BlackRock Limited Duration Income Trust position peaked at $13K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2024.

Based on Uncommon Cents Investing's 13F filing for Q4 2024, filed 16 Jan 2025.