Wela Strategies’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Wela Strategies’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
2020 Q1	–	Sell	-57,122	Closed	-$936K	–	34
2019 Q4	$936K	Sell	57,122 -1,362	-2%	-$21.6K	0.55%	23
2019 Q3	$914K	Buy	58,484 +3,460	+6%	+$53.2K	0.56%	24
2019 Q2	$825K	Sell	55,024 -513	-0.9%	-$7.61K	0.52%	24
2019 Q1	$816K	Buy	+55,537	New	+$801K	0.54%	24
2017 Q3	–	Sell	-55,449	Closed	-$875K	–	33
2017 Q2	$875K	Buy	55,449 +1,675	+3%	+$26.2K	0.8%	24
2017 Q1	$837K	Buy	+53,774	New	+$842K	0.82%	24

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wela Strategies's BLW Position: Q1 2020 in Review

Wela Strategies sold out of BlackRock Limited Duration Income Trust (BLW) in Q1 2020, closing a stake of 57,122 shares — an estimated $936K sold.

Wela Strategies first reported a position in BLW in Q1 2017 and held it in 6 quarters. The position peaked at $936K in Q4 2019. 85 funds tracked by Wall St. Rank hold BLW as of Q1 2020.

Wela Strategies reported no remaining BlackRock Limited Duration Income Trust position as of Q1 2020 after selling out during the quarter.
Wela Strategies sold 57,122 BlackRock Limited Duration Income Trust shares in Q1 2020, an estimated $936K.
Wela Strategies first reported a position in BlackRock Limited Duration Income Trust in Q1 2017 and held it in 6 quarters.
Wela Strategies's BlackRock Limited Duration Income Trust position peaked at $936K in Q4 2019.
85 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q1 2020.

Based on Wela Strategies's 13F filing for Q1 2020, filed 13 Apr 2020.