Financial Architects (New Jersey)’s BlackRock Health Sciences Trust BME Stock Holding History

Financial Architects (New Jersey)’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
2017 Q1	–	Sell	-850	Closed	-$27K	–	1565
2016 Q4	$27K	Hold	850	–	–	0.01%	756
2016 Q3	$29K	Hold	850	–	–	0.01%	734
2016 Q2	$30K	Hold	850	–	–	0.01%	666
2016 Q1	$30K	Buy	+850	New	+$30K	0.01%	497

Other funds holding BME

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Financial Architects (New Jersey)'s BME Position: Q1 2017 in Review

Financial Architects (New Jersey) sold out of BlackRock Health Sciences Trust (BME) in Q1 2017, closing a stake of 850 shares — an estimated $27K sold.

Financial Architects (New Jersey) first reported a position in BME in Q1 2016 and held it in 4 quarters. The position peaked at $30K in Q2 2016. 27 funds tracked by Wall St. Rank hold BME as of Q1 2017.

Financial Architects (New Jersey) reported no remaining BlackRock Health Sciences Trust position as of Q1 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 850 BlackRock Health Sciences Trust shares in Q1 2017, an estimated $27K.
Financial Architects (New Jersey) first reported a position in BlackRock Health Sciences Trust in Q1 2016 and held it in 4 quarters.
Financial Architects (New Jersey)'s BlackRock Health Sciences Trust position peaked at $30K in Q2 2016.
27 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q1 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2017, filed 26 Apr 2017.