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WealthPLAN Partners’s BlackRock Limited Duration Income Trust BLW Stock Holding History

WealthPLAN Partners’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
Q3 		$5.65K Hold
365
– – ﹤0.01% 698
2016
Q2 		$5.57K Buy
+365
New +$5.47K ﹤0.01% 1945

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Bessemer Group
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RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
GC
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AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
YMRC
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FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

WealthPLAN Partners's BLW Position: Q3 2016 in Review

WealthPLAN Partners held its BlackRock Limited Duration Income Trust (BLW) position steady in Q3 2016 at 365 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

WealthPLAN Partners first reported a position in BLW in Q2 2016 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold BLW as of Q3 2016.

  • WealthPLAN Partners held 365 shares of BlackRock Limited Duration Income Trust worth $5.65K as of Q3 2016.
  • WealthPLAN Partners left its BlackRock Limited Duration Income Trust share count unchanged in Q3 2016.
  • BlackRock Limited Duration Income Trust made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #698 holding.
  • WealthPLAN Partners first reported a position in BlackRock Limited Duration Income Trust in Q2 2016 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.