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Gilliland Jeter Wealth Management’s BlackRock Health Sciences Trust II BMEZ Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio BMEZ Stock Details BMEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-658
Closed -$10.4K – 231
2024
Q3 		$10.4K Buy
+658
New +$10.4K ﹤0.01% 449

Other funds holding BMEZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Gilliland Jeter Wealth Management's BMEZ Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of BlackRock Health Sciences Trust II (BMEZ) in Q4 2024, closing a stake of 658 shares — an estimated $10.4K sold.

Gilliland Jeter Wealth Management first reported a position in BMEZ in Q3 2024 and held it in 1 quarter. The position peaked at $10.4K in Q3 2024. 103 funds tracked by Wall St. Rank hold BMEZ as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining BlackRock Health Sciences Trust II position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 658 BlackRock Health Sciences Trust II shares in Q4 2024, an estimated $10.4K.
  • Gilliland Jeter Wealth Management first reported a position in BlackRock Health Sciences Trust II in Q3 2024 and held it in 1 quarter.
  • Gilliland Jeter Wealth Management's BlackRock Health Sciences Trust II position peaked at $10.4K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust II as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.