Curi RMB Capital’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Curi RMB Capital’s Portfolio BSTZ Stock Details BSTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-25,210	Closed	-$647K	–	590
2020 Q3	$647K	Buy	+25,210	New	+$630K	0.03%	380

Other funds holding BSTZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Curi RMB Capital's BSTZ Position: Q4 2020 in Review

Curi RMB Capital sold out of BlackRock Science and Technology Term Trust (BSTZ) in Q4 2020, closing a stake of 25,210 shares — an estimated $647K sold.

Curi RMB Capital first reported a position in BSTZ in Q3 2020 and held it in 1 quarter. The position peaked at $647K in Q3 2020. 72 funds tracked by Wall St. Rank hold BSTZ as of Q4 2020.

Curi RMB Capital reported no remaining BlackRock Science and Technology Term Trust position as of Q4 2020 after selling out during the quarter.
Curi RMB Capital sold 25,210 BlackRock Science and Technology Term Trust shares in Q4 2020, an estimated $647K.
Curi RMB Capital first reported a position in BlackRock Science and Technology Term Trust in Q3 2020 and held it in 1 quarter.
Curi RMB Capital's BlackRock Science and Technology Term Trust position peaked at $647K in Q3 2020.
72 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2020.

Based on Curi RMB Capital's 13F filing for Q4 2020, filed 11 Feb 2021.