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Winslow Evans & Crocker’s BlackRock Debt Strategies Fund DSU Stock Holding History

Winslow Evans & Crocker’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
Q1 		– Sell
-21,170
Closed -$253K – 1317
2013
Q4 		$253K Buy
+21,170
New +$255K 0.09% 246

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Winslow Evans & Crocker's DSU Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2014, closing a stake of 21,170 shares — an estimated $253K sold.

Winslow Evans & Crocker first reported a position in DSU in Q4 2013 and held it in 1 quarter. The position peaked at $253K in Q4 2013. 86 funds tracked by Wall St. Rank hold DSU as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining BlackRock Debt Strategies Fund position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 21,170 BlackRock Debt Strategies Fund shares in Q1 2014, an estimated $253K.
  • Winslow Evans & Crocker first reported a position in BlackRock Debt Strategies Fund in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's BlackRock Debt Strategies Fund position peaked at $253K in Q4 2013.
  • 86 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.