Wintrust Investments’s BlackRock Limited Duration Income Trust BLW Stock Holding History

Wintrust Investments’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
2017 Q4	–	Sell	-12,226	Closed	-$197K	–	277
2017 Q3	$197K	Sell	12,226 -1,080	-8%	-$17.2K	0.05%	271
2017 Q2	$210K	Buy	13,306 +166	+1%	+$2.6K	0.06%	275
2017 Q1	$205K	Buy	13,140 +315	+2%	+$4.93K	0.06%	276
2016 Q4	$195K	Buy	+12,825	New	+$195K	0.08%	206

Other funds holding BLW

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wintrust Investments's BLW Position: Q4 2017 in Review

Wintrust Investments sold out of BlackRock Limited Duration Income Trust (BLW) in Q4 2017, closing a stake of 12,226 shares — an estimated $197K sold.

Wintrust Investments first reported a position in BLW in Q4 2016 and held it in 4 quarters. The position peaked at $210K in Q2 2017. 73 funds tracked by Wall St. Rank hold BLW as of Q4 2017.

Wintrust Investments reported no remaining BlackRock Limited Duration Income Trust position as of Q4 2017 after selling out during the quarter.
Wintrust Investments sold 12,226 BlackRock Limited Duration Income Trust shares in Q4 2017, an estimated $197K.
Wintrust Investments first reported a position in BlackRock Limited Duration Income Trust in Q4 2016 and held it in 4 quarters.
Wintrust Investments's BlackRock Limited Duration Income Trust position peaked at $210K in Q2 2017.
73 funds tracked by Wall St. Rank held BlackRock Limited Duration Income Trust as of Q4 2017.

Based on Wintrust Investments's 13F filing for Q4 2017, filed 13 Feb 2018.