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BlackRock Limited Duration Income Trust
BLW

Overview Fund Activity

77 hedge funds and large institutions have $143M invested in BlackRock Limited Duration Income Trust in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.5M
2
Cohen & Steers
2
Cohen & Steers
New York
$4.08M
3
CRC
3
Curi RMB Capital
Illinois
$2.13M
4
PMG
4
Private Management Group
California
$7.97M
5
IWM
5
IHT Wealth Management
Illinois
$1.69M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
CWM
2
Cornerstone Wealth Management
Missouri
$0
3
Bank of America
3
Bank of America
North Carolina
$3.59M
4
SFS
4
Shaker Financial Services
Virginia
$784K
5
UBS Group
5
UBS Group
Switzerland
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
51
First Allied Advisory Services
California
$159K -$1.39K -103 -0.9%
ACM
52
Alethea Capital Management
Washington
$154K – – –
GA
53
Greytown Advisors
Florida
$154K +$154K +11,471 New
CHA
54
Carmichael Hill & Associates
Maryland
$138K +$138K +10,307 New
OIA
55
Optimum Investment Advisors
Illinois
$76K +$18.7K +1,400 +33%
QCIG
56
Quad-Cities Investment Group
Iowa
$74K +$1.63K +122 +2%
SSB
57
Sandy Spring Bank
Maryland
$67K – – –
MFW
58
Mosaic Family Wealth
Missouri
$56K – – –
CHC
59
City Holding Co
West Virginia
$34K – – –
TRCT
60
Tower Research Capital (TRC)
New York
$34K +$34K +2,540 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$33K – – –
WCM
62
WealthBridge Capital Management
Ohio
$29K +$29K +2,155 New
BWL
63
Bogart Wealth LLC
Virginia
$18K – – –
FHA
64
Flagship Harbor Advisors
Massachusetts
$16K +$92 +7 +0.6%
RCAG
65
Rehmann Capital Advisory Group
Michigan
$15.4K -$5.6K -419 -27%
IA
66
IFP Advisors
Florida
$12K – – –
NCM
67
Next Capital Management
New York
$11K +$11K +820 New
ASN
68
Advisory Services Network
Georgia
$10K – – –
MOS
69
MGO One Seven
Ohio
$8K +$8K +629 New
NSIM
70
North Star Investment Management
Illinois
$7K – – –
APA
71
American Portfolios Advisors
New York
$5.55K – – –
GI
72
Gradient Investments
Minnesota
$5K – – –
CFA
73
Carroll Financial Associates
North Carolina
$4K – – –
US Bancorp
74
US Bancorp
Minnesota
$3K – – –
JCM
75
Jacobi Capital Management
Pennsylvania
$2K – – –
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