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Fiduciary Planning’s BlackRock Health Sciences Trust BME Stock Holding History

Fiduciary Planning’s Portfolio BME Stock Details BME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15,563
Closed -$654K – 44
2019
Q4 		$654K Buy
+15,563
New +$617K 0.6% 28

Other funds holding BME

Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Fiduciary Planning's BME Position: Q1 2020 in Review

Fiduciary Planning sold out of BlackRock Health Sciences Trust (BME) in Q1 2020, closing a stake of 15,563 shares — an estimated $654K sold.

Fiduciary Planning first reported a position in BME in Q4 2019 and held it in 1 quarter. The position peaked at $654K in Q4 2019. 41 funds tracked by Wall St. Rank hold BME as of Q1 2020.

  • Fiduciary Planning reported no remaining BlackRock Health Sciences Trust position as of Q1 2020 after selling out during the quarter.
  • Fiduciary Planning sold 15,563 BlackRock Health Sciences Trust shares in Q1 2020, an estimated $654K.
  • Fiduciary Planning first reported a position in BlackRock Health Sciences Trust in Q4 2019 and held it in 1 quarter.
  • Fiduciary Planning's BlackRock Health Sciences Trust position peaked at $654K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q1 2020.

Based on Fiduciary Planning's 13F filing for Q1 2020, filed 8 May 2020.