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FormulaFolio Investments’s BlackRock Science and Technology Trust BST Stock Holding History

FormulaFolio Investments’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
2019
Q1 		– Sell
-7,830
Closed -$275K – 330
2018
Q4 		$275K Hold
7,830
– – 0.01% 275
2018
Q3 		$275K Buy
+7,830
New +$268K 0.01% 275

Other funds holding BST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

FormulaFolio Investments's BST Position: Q1 2019 in Review

FormulaFolio Investments sold out of BlackRock Science and Technology Trust (BST) in Q1 2019, closing a stake of 7,830 shares — an estimated $275K sold.

FormulaFolio Investments first reported a position in BST in Q3 2018 and held it in 2 quarters. The position peaked at $275K in Q4 2018. 51 funds tracked by Wall St. Rank hold BST as of Q1 2019.

  • FormulaFolio Investments reported no remaining BlackRock Science and Technology Trust position as of Q1 2019 after selling out during the quarter.
  • FormulaFolio Investments sold 7,830 BlackRock Science and Technology Trust shares in Q1 2019, an estimated $275K.
  • FormulaFolio Investments first reported a position in BlackRock Science and Technology Trust in Q3 2018 and held it in 2 quarters.
  • FormulaFolio Investments's BlackRock Science and Technology Trust position peaked at $275K in Q4 2018.
  • 51 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2019.

Based on FormulaFolio Investments's 13F filing for Q1 2019, filed 8 May 2019.