WA
DSU icon

WFG Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

WFG Advisors’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
2014
Q2 		– Sell
-217
Closed -$3K – 1993
2014
Q1 		$3K Hold
217
– – ﹤0.01% 1725
2013
Q4 		$3K Buy
+217
New +$2.61K ﹤0.01% 1865

Other funds holding DSU

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KSCM
Kamunting Street Capital Management Miami Beach, Florida $183M AUM 2.19% 1-Year Est. Return

WFG Advisors's DSU Position: Q2 2014 in Review

WFG Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q2 2014, closing a stake of 217 shares — an estimated $3K sold.

WFG Advisors first reported a position in DSU in Q4 2013 and held it in 2 quarters. The position peaked at $3K in Q1 2014. 90 funds tracked by Wall St. Rank hold DSU as of Q2 2014.

  • WFG Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 217 BlackRock Debt Strategies Fund shares in Q2 2014, an estimated $3K.
  • WFG Advisors first reported a position in BlackRock Debt Strategies Fund in Q4 2013 and held it in 2 quarters.
  • WFG Advisors's BlackRock Debt Strategies Fund position peaked at $3K in Q1 2014.
  • 90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.