United Capital Financial Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

United Capital Financial Advisors’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
2015 Q2	–	Sell	-26,363	Closed	-$424K	–	1254
2015 Q1	$424K	Sell	26,363 -84	-0.3%	-$1.32K	0.01%	963
2014 Q4	$416K	Sell	26,447 -5,228	-17%	-$83.4K	0.01%	876
2014 Q3	$512K	Buy	31,675 +6,147	+24%	+$103K	0.01%	791
2014 Q2	$441K	Buy	+25,528	New	+$441K	0.01%	701

Other funds holding BLW

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

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

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

AAM

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

United Capital Financial Advisors's BLW Position: Q2 2015 in Review

United Capital Financial Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2015, closing a stake of 26,363 shares — an estimated $424K sold.

United Capital Financial Advisors first reported a position in BLW in Q2 2014 and held it in 4 quarters. The position peaked at $512K in Q3 2014. 56 funds tracked by Wall St. Rank hold BLW as of Q2 2015.

United Capital Financial Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2015 after selling out during the quarter.
United Capital Financial Advisors sold 26,363 BlackRock Limited Duration Income Trust shares in Q2 2015, an estimated $424K.
United Capital Financial Advisors first reported a position in BlackRock Limited Duration Income Trust in Q2 2014 and held it in 4 quarters.
United Capital Financial Advisors's BlackRock Limited Duration Income Trust position peaked at $512K in Q3 2014.
56 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.