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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

49 hedge funds and large institutions have $103M invested in BlackRock Limited Duration Income Trust in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
11
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HC
1
Highmount Capital
New York
$3.93M
2
SFS
2
Shaker Financial Services
Virginia
$3.78M
3
Citigroup
3
Citigroup
New York
$706K
4
GC
4
Guggenheim Capital
Illinois
$5.76M
5
PMG
5
ProVise Management Group
Florida
$427K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.06M
2
Morgan Stanley
2
Morgan Stanley
New York
$20.6M
3
VC
3
Vicus Capital
Pennsylvania
$275K
4
WAM
4
Wolverine Asset Management
Illinois
$111K
5
U
5
UBS
Switzerland
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
VC
26
Vicus Capital
Pennsylvania
$275K 16,063 -21,912 -58%
HCA
27
Harbour Capital Advisors
Virginia
$271K 15,775 -350 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$217K 12,662 -457 -3%
WA
29
WealthTrust Axiom
Pennsylvania
$215K 12,550 – –
YP
30
Yellowstone Partners
Idaho
$204K 11,885 +11,885 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$177K 10,338 -103 -1%
WA
32
WBH Advisory
Maryland
$176K 10,275 – –
AIG
33
American International Group
New York
$172K 10,050 +3,000 +43%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$137K 7,991 +7,991 New
WAM
35
Wolverine Asset Management
Illinois
$111K 6,492 -20,247 -76%
WA
36
WFG Advisors
Texas
$104K 6,052 +353 +6%
RIA
37
Regal Investment Advisors
Michigan
$89K 5,186 – –
US Bancorp
38
US Bancorp
Minnesota
$75K 4,399 – –
TJHA
39
Thomas J. Herzfeld Advisors
Florida
$67K 3,910 – –
WRM
40
Westport Resources Management
Connecticut
$62K 3,600 – –
CHC
41
City Holding Co
West Virginia
$51K 3,000 – –
MFS
42
MSI Financial Services
Massachusetts
$40K 2,358 -25 -1%
Creative Planning
43
Creative Planning
Kansas
$28K 1,660 +620 +60%
AWM
44
Avior Wealth Management
Nebraska
$17K 1,000 +1,000 New
EWM
45
Evercore Wealth Management
New York
$14K 800 – –
NES
46
New England Securities
New York
$13K 750 – –
GI
47
Gradient Investments
Minnesota
$11K 645 +645 New
FCCM
48
First City Capital Management
Georgia
$8.58K 500 +500 New
LFR
49
Lehman Financial Resources
Pennsylvania
$3K 200 – –
Deutsche Bank
50
Deutsche Bank
Germany
– – -14,990 Closed
1
2
3