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Clearwater Capital Advisors’s BlackRock Science and Technology Trust BST Stock Holding History

Clearwater Capital Advisors’s Portfolio BST Stock Details BST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-506
Closed -$15K – 230
2018
Q1 		$15K Buy
+506
New +$14.9K ﹤0.01% 424

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Clearwater Capital Advisors's BST Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of BlackRock Science and Technology Trust (BST) in Q2 2018, closing a stake of 506 shares — an estimated $15K sold.

Clearwater Capital Advisors first reported a position in BST in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 47 funds tracked by Wall St. Rank hold BST as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining BlackRock Science and Technology Trust position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 506 BlackRock Science and Technology Trust shares in Q2 2018, an estimated $15K.
  • Clearwater Capital Advisors first reported a position in BlackRock Science and Technology Trust in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's BlackRock Science and Technology Trust position peaked at $15K in Q1 2018.
  • 47 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.