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Walled Lake Planning & Wealth Management’s BlackRock Debt Strategies Fund DSU Stock Holding History

Walled Lake Planning & Wealth Management’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
-58
Closed -$1K – 326
2020
Q4 		$1K Sell
58
-56
-49% -$563 ﹤0.01% 297
2020
Q3 		$1K Buy
114
+3
+3% +$30 ﹤0.01% 311
2020
Q2 		$1K Buy
111
+2
+2% +$19 ﹤0.01% 304
2020
Q1 		$1K Buy
+109
New +$1.13K ﹤0.01% 292

Other funds holding DSU

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

Walled Lake Planning & Wealth Management's DSU Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2021, closing a stake of 58 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in DSU in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 86 funds tracked by Wall St. Rank hold DSU as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining BlackRock Debt Strategies Fund position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 58 BlackRock Debt Strategies Fund shares in Q1 2021, an estimated $1K.
  • Walled Lake Planning & Wealth Management first reported a position in BlackRock Debt Strategies Fund in Q1 2020 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's BlackRock Debt Strategies Fund position peaked at $1K in Q4 2020.
  • 86 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.