MarketPeel
Insider Trading Intelligence
KR

Karen P. Robards

BLW
DIRECTOR · BLACKROCK LTD DURATION INCOME TRUST · CIK 0001141903
FILING MIX · LIFETIME100%/0%
BUYS
19
SELLS
0
TOTAL VALUE
$13.3K
COMPANIES
6
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
42,188
AVG SELL PX
TRADE KIND
SHOWING 19 / 19
Trades · vs SPY
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Performance · forward returns vs SPY
1 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Karen P. Robards, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d1+0.00%-2.02%-7.15%+5.13%+5.13%
14d1+0.00%-6.02%-10.84%+4.82%+4.82%
30d1+0.00%-34.24%-28.57%-5.67%-5.67%
60d1+0.00%-9.20%-14.38%+5.18%+5.18%
90d1+0.00%-5.31%-11.88%+6.56%+6.56%
180d1+100.00%+13.78%+1.38%+12.39%+12.39%
1y1+100.00%+45.65%+18.71%+26.94%+26.94%
2y1+100.00%+5.75%+33.99%-28.23%-28.23%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
BLW · 10,641.96 shares · as of Oct 1, 2020
02,6605,3217,98110,642SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
FLOW · 19 buys / 0 sellsCOVERAGE · 6 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
MQY
BLACKROCK MUNIYIELD QUALITY FUND, INC.
PURCHASE
354728Apr 19, 2021Apr 21, 2021
MQY
BLACKROCK MUNIYIELD QUALITY FUND, INC.
PURCHASE
374374Apr 19, 2021Apr 21, 2021
CII
BLACKROCK ENHANCED LARGE CAP CORE FUND, INC.
PURCHASEGRANT
Stock grant
38.01$15.51$590331.25Oct 1, 2020Oct 5, 2020
BTZ
BLACKROCK CREDIT ALLOCATION INCOME TRUST
PURCHASEGRANT
Stock grant
66.13$14.19$93812,054.66Oct 1, 2020Oct 5, 2020
BDJ
BLACKROCK ENHANCED EQUITY DIVIDEND TRUST
PURCHASEGRANT
Stock grant
76.99$7.28$56018,736.42Oct 1, 2020Oct 5, 2020
BLW
BLACKROCK LTD DURATION INCOME TRUST
PURCHASEGRANT
Stock grant
65.28$14.83$96810,641.96Oct 1, 2020Oct 5, 2020
BDJ
BLACKROCK ENHANCED EQUITY DIVIDEND TRUST
PURCHASEGRANT
Stock grant
76.18$7.34$55918,288.31Jul 1, 2020Jul 6, 2020
CII
BLACKROCK ENHANCED LARGE CAP CORE FUND, INC.
PURCHASEGRANT
Stock grant
40.67$14.53$591288.33Jul 1, 2020Jul 6, 2020
BTZ
BLACKROCK CREDIT ALLOCATION INCOME TRUST
PURCHASEGRANT
Stock grant
70.13$13.35$93611,777.24Jul 1, 2020Jul 6, 2020
BLW
BLACKROCK LTD DURATION INCOME TRUST
PURCHASEGRANT
Stock grant
69.25$13.96$96710,368.93Jul 1, 2020Jul 6, 2020
CII
BLACKROCK ENHANCED LARGE CAP CORE FUND, INC.
PURCHASEGRANT
Stock grant
48.12$12.31$592243.2Apr 1, 2020Apr 3, 2020
BDJ
BLACKROCK ENHANCED EQUITY DIVIDEND TRUST
PURCHASEGRANT
Stock grant
90.67$6.15$55817,842.96Apr 1, 2020Apr 3, 2020
BLW
BLACKROCK LTD DURATION INCOME TRUST
PURCHASEGRANT
Stock grant
79.56$12.10$96310,081.97Apr 1, 2020Apr 3, 2020
BTZ
BLACKROCK CREDIT ALLOCATION INCOME TRUST
PURCHASEGRANT
Stock grant
80.57$11.57$93211,487.57Apr 1, 2020Apr 3, 2020
BMEZ
BLACKROCK HEALTH SCIENCES TERM TRUST
PURCHASE
50$21.30$1.1K50Feb 18, 2020Feb 20, 2020
BDJ
BLACKROCK ENHANCED EQUITY DIVIDEND TRUST
PURCHASEGRANT
Stock grant
55.78$9.91$55317,418.62Jan 2, 2020Jan 6, 2020
CII
BLACKROCK ENHANCED LARGE CAP CORE FUND, INC.
PURCHASEGRANT
Stock grant
34.7$17.21$597191.66Jan 2, 2020Jan 6, 2020
BLW
BLACKROCK LTD DURATION INCOME TRUST
PURCHASEGRANT
Stock grant
58.65$16.42$9639,801.89Jan 2, 2020Jan 6, 2020
BTZ
BLACKROCK CREDIT ALLOCATION INCOME TRUST
PURCHASEGRANT
Stock grant
66.16$13.98$92511,190.78Jan 2, 2020Jan 6, 2020
Other insiders · BLW
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About this filer
CIK 0001141903
ROLE
Director
PRIMARY
BLW
COMPANIES
6
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001141903DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

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