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Wealthspire Advisors (Maryland)’s BlackRock Debt Strategies Fund DSU Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q2 		– Sell
-206
Closed -$2K – 2461
2018
Q1 		$2K Buy
+206
New +$2.39K ﹤0.01% 2151

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of BlackRock Debt Strategies Fund (DSU) in Q2 2018, closing a stake of 206 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in DSU in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 79 funds tracked by Wall St. Rank hold DSU as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining BlackRock Debt Strategies Fund position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 206 BlackRock Debt Strategies Fund shares in Q2 2018, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in BlackRock Debt Strategies Fund in Q1 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s BlackRock Debt Strategies Fund position peaked at $2K in Q1 2018.
  • 79 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2018.

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