Wela Strategies’s BlackRock Debt Strategies Fund DSU Stock Holding History

Wela Strategies’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
2017 Q3	–	Sell	-76,087	Closed	-$878K	–	34
2017 Q2	$878K	Sell	76,087 -773	-1%	-$9K	0.81%	23
2017 Q1	$885K	Buy	+76,860	New	+$884K	0.87%	21

Other funds holding DSU

SCM

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

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

RCM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Wela Strategies's DSU Position: Q3 2017 in Review

Wela Strategies sold out of BlackRock Debt Strategies Fund (DSU) in Q3 2017, closing a stake of 76,087 shares — an estimated $878K sold.

Wela Strategies first reported a position in DSU in Q1 2017 and held it in 2 quarters. The position peaked at $885K in Q1 2017. 80 funds tracked by Wall St. Rank hold DSU as of Q3 2017.

Wela Strategies reported no remaining BlackRock Debt Strategies Fund position as of Q3 2017 after selling out during the quarter.
Wela Strategies sold 76,087 BlackRock Debt Strategies Fund shares in Q3 2017, an estimated $878K.
Wela Strategies first reported a position in BlackRock Debt Strategies Fund in Q1 2017 and held it in 2 quarters.
Wela Strategies's BlackRock Debt Strategies Fund position peaked at $885K in Q1 2017.
80 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2017.

Based on Wela Strategies's 13F filing for Q3 2017, filed 20 Oct 2017.