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Golden State Wealth Management’s BlackRock Health Sciences Trust BME Stock Holding History

Golden State Wealth Management’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
2019
Q4 		– Sell
-767
Closed -$29K – 152
2019
Q3 		$29K Hold
767
– – 0.01% 546
2019
Q2 		$29K Hold
767
– – 0.01% 555
2019
Q1 		$31K Buy
+767
New +$30.3K 0.01% 537

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $44.6B AUM 28.94% 1-Year Est. Return

Golden State Wealth Management's BME Position: Q4 2019 in Review

Golden State Wealth Management sold out of BlackRock Health Sciences Trust (BME) in Q4 2019, closing a stake of 767 shares — an estimated $29K sold.

Golden State Wealth Management first reported a position in BME in Q1 2019 and held it in 3 quarters. The position peaked at $31K in Q1 2019. 43 funds tracked by Wall St. Rank hold BME as of Q4 2019.

  • Golden State Wealth Management reported no remaining BlackRock Health Sciences Trust position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 767 BlackRock Health Sciences Trust shares in Q4 2019, an estimated $29K.
  • Golden State Wealth Management first reported a position in BlackRock Health Sciences Trust in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's BlackRock Health Sciences Trust position peaked at $31K in Q1 2019.
  • 43 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.