Wealthspire Advisors (Maryland)’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q2	–	Sell	-142	Closed	-$2K	–	2440
2018 Q1	$2K	Sell	142 -436	-75%	-$6.75K	﹤0.01%	2138
2017 Q4	$9K	Hold	578	–	–	﹤0.01%	1623
2017 Q3	$9K	Hold	578	–	–	﹤0.01%	1599
2017 Q2	$9K	Hold	578	–	–	﹤0.01%	1563
2017 Q1	$9K	Hold	578	–	–	﹤0.01%	1364
2016 Q4	$9K	Hold	578	–	–	﹤0.01%	1251
2016 Q3	$9K	Hold	578	–	–	﹤0.01%	1263
2016 Q2	$9K	Hold	578	–	–	﹤0.01%	1221
2016 Q1	$9K	Hold	578	–	–	﹤0.01%	1205
2015 Q4	$8K	Buy	+578	New	+$8.36K	﹤0.01%	1243

Other funds holding BLW

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BLW Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of BlackRock Limited Duration Income Trust (BLW) in Q2 2018, closing a stake of 142 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in BLW in Q4 2015 and held it in 10 quarters. The position peaked at $9K in Q4 2017. 75 funds tracked by Wall St. Rank hold BLW as of Q2 2018.

Wealthspire Advisors (Maryland) reported no remaining BlackRock Limited Duration Income Trust position as of Q2 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 142 BlackRock Limited Duration Income Trust shares in Q2 2018, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in BlackRock Limited Duration Income Trust in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s BlackRock Limited Duration Income Trust position peaked at $9K in Q4 2017.
75 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.