WAS
DSU icon

Winch Advisory Services’s BlackRock Debt Strategies Fund DSU Stock Holding History

Winch Advisory Services’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
2016
Q1 		– Sell
-526
Closed -$5K – 249
2015
Q4 		$5K Buy
+526
New +$5.33K 0.01% 168

Other funds holding DSU

Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return

Winch Advisory Services's DSU Position: Q1 2016 in Review

Winch Advisory Services sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2016, closing a stake of 526 shares — an estimated $5K sold.

Winch Advisory Services first reported a position in DSU in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 94 funds tracked by Wall St. Rank hold DSU as of Q1 2016.

  • Winch Advisory Services reported no remaining BlackRock Debt Strategies Fund position as of Q1 2016 after selling out during the quarter.
  • Winch Advisory Services sold 526 BlackRock Debt Strategies Fund shares in Q1 2016, an estimated $5K.
  • Winch Advisory Services first reported a position in BlackRock Debt Strategies Fund in Q4 2015 and held it in 1 quarter.
  • Winch Advisory Services's BlackRock Debt Strategies Fund position peaked at $5K in Q4 2015.
  • 94 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2016.

Based on Winch Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.