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

US 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
2016 Q2	–	Sell	-750	Closed	-$11K	–	85
2016 Q1	$11K	Hold	750	–	–	0.02%	202
2015 Q4	$11K	Hold	750	–	–	0.01%	300
2015 Q3	$11K	Buy	+750	New	+$11.1K	0.02%	251

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

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

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

AAM

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

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

YMRC

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

US Financial Advisors's BLW Position: Q2 2016 in Review

US Financial Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2016, closing a stake of 750 shares — an estimated $11K sold.

US Financial Advisors first reported a position in BLW in Q3 2015 and held it in 3 quarters. The position peaked at $11K in Q1 2016. 71 funds tracked by Wall St. Rank hold BLW as of Q2 2016.

US Financial Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 750 BlackRock Limited Duration Income Trust shares in Q2 2016, an estimated $11K.
US Financial Advisors first reported a position in BlackRock Limited Duration Income Trust in Q3 2015 and held it in 3 quarters.
US Financial Advisors's BlackRock Limited Duration Income Trust position peaked at $11K in Q1 2016.
71 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.