WBH Advisory’s BlackRock Limited Duration Income Trust BLW Stock Holding History

WBH Advisory’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	-10,275	Closed	-$162K	–	197
2015 Q1	$162K	Hold	10,275	–	–	0.05%	209
2014 Q4	$161K	Hold	10,275	–	–	0.06%	205
2014 Q3	$166K	Hold	10,275	–	–	0.06%	205
2014 Q2	$177K	Hold	10,275	–	–	0.07%	208
2014 Q1	$176K	Hold	10,275	–	–	0.07%	209
2013 Q4	$175K	Hold	10,275	–	–	0.07%	200
2013 Q3	$174K	Hold	10,275	–	–	0.08%	187
2013 Q2	$180K	Buy	+10,275	New	+$188K	0.08%	184

Other funds holding BLW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

WBH Advisory's BLW Position: Q2 2015 in Review

WBH Advisory sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2015, closing a stake of 10,275 shares — an estimated $162K sold.

WBH Advisory first reported a position in BLW in Q2 2013 and held it in 8 quarters. The position peaked at $180K in Q2 2013. 56 funds tracked by Wall St. Rank hold BLW as of Q2 2015.

WBH Advisory reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2015 after selling out during the quarter.
WBH Advisory sold 10,275 BlackRock Limited Duration Income Trust shares in Q2 2015, an estimated $162K.
WBH Advisory first reported a position in BlackRock Limited Duration Income Trust in Q2 2013 and held it in 8 quarters.
WBH Advisory's BlackRock Limited Duration Income Trust position peaked at $180K in Q2 2013.
56 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2015.

Based on WBH Advisory's 13F filing for Q2 2015, filed 20 Jul 2015.