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WFG Advisors’s BlackRock Limited Duration Income Trust BLW Stock Holding History

WFG Advisors’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
2015
Q3 		– Sell
-6,239
Closed -$95K – 1617
2015
Q2 		$95K Hold
6,239
– – 0.03% 543
2015
Q1 		$99K Sell
6,239
-134
-2% -$2.11K 0.03% 537
2014
Q4 		$100K Buy
6,373
+115
+2% +$1.83K 0.02% 636
2014
Q3 		$101K Buy
6,258
+106
+2% +$1.78K 0.02% 662
2014
Q2 		$106K Buy
6,152
+100
+2% +$1.73K 0.02% 637
2014
Q1 		$104K Buy
6,052
+353
+6% +$6.09K 0.02% 622
2013
Q4 		$98K Sell
5,699
-895
-14% -$15K 0.01% 746
2013
Q3 		$112K Sell
6,594
-296
-4% -$5K 0.02% 670
2013
Q2 		$121K Buy
+6,890
New +$126K 0.02% 595

Other funds holding BLW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's BLW Position: Q3 2015 in Review

WFG Advisors sold out of BlackRock Limited Duration Income Trust (BLW) in Q3 2015, closing a stake of 6,239 shares — an estimated $95K sold.

WFG Advisors first reported a position in BLW in Q2 2013 and held it in 9 quarters. The position peaked at $121K in Q2 2013. 61 funds tracked by Wall St. Rank hold BLW as of Q3 2015.

  • WFG Advisors reported no remaining BlackRock Limited Duration Income Trust position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 6,239 BlackRock Limited Duration Income Trust shares in Q3 2015, an estimated $95K.
  • WFG Advisors first reported a position in BlackRock Limited Duration Income Trust in Q2 2013 and held it in 9 quarters.
  • WFG Advisors's BlackRock Limited Duration Income Trust position peaked at $121K in Q2 2013.
  • 61 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.