WCM
BLW icon

WealthBridge Capital Management’s BlackRock Limited Duration Income Trust BLW Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-2,028
Closed -$30K – 197
2019
Q1 		$30K Sell
2,028
-127
-6% -$1.83K 0.02% 375
2018
Q4 		$29K Buy
+2,155
New +$30.5K 0.02% 332

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WealthBridge Capital Management's BLW Position: Q2 2019 in Review

WealthBridge Capital Management sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2019, closing a stake of 2,028 shares — an estimated $30K sold.

WealthBridge Capital Management first reported a position in BLW in Q4 2018 and held it in 2 quarters. The position peaked at $30K in Q1 2019. 76 funds tracked by Wall St. Rank hold BLW as of Q2 2019.

  • WealthBridge Capital Management reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 2,028 BlackRock Limited Duration Income Trust shares in Q2 2019, an estimated $30K.
  • WealthBridge Capital Management first reported a position in BlackRock Limited Duration Income Trust in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's BlackRock Limited Duration Income Trust position peaked at $30K in Q1 2019.
  • 76 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.