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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

RVPG

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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.