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RAFFA WEALTH MANAGEMENT, LLC’s BlackRock Debt Strategies Fund DSU Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2017
Q4 		– Sell
-14,780
Closed -$172K – 264
2017
Q3 		$172K Buy
14,780
+256
+2% +$2.97K 0.07% 87
2017
Q2 		$168K Buy
+14,524
New +$169K 0.07% 82

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DSU Position: Q4 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of BlackRock Debt Strategies Fund (DSU) in Q4 2017, closing a stake of 14,780 shares — an estimated $172K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DSU in Q2 2017 and held it in 2 quarters. The position peaked at $172K in Q3 2017. 77 funds tracked by Wall St. Rank hold DSU as of Q4 2017.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining BlackRock Debt Strategies Fund position as of Q4 2017 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 14,780 BlackRock Debt Strategies Fund shares in Q4 2017, an estimated $172K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in BlackRock Debt Strategies Fund in Q2 2017 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's BlackRock Debt Strategies Fund position peaked at $172K in Q3 2017.
  • 77 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2017, filed 27 Jul 2026.