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Institutional & Family Asset Management’s BlackRock Health Sciences Trust BME Stock Holding History

Institutional & Family Asset 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
2021
Q1 		– Sell
-1,385
Closed -$66K – 935
2020
Q4 		$66K Buy
+1,385
New +$62.8K 0.01% 295

Other funds holding BME

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Institutional & Family Asset Management's BME Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of BlackRock Health Sciences Trust (BME) in Q1 2021, closing a stake of 1,385 shares — an estimated $66K sold.

Institutional & Family Asset Management first reported a position in BME in Q4 2020 and held it in 1 quarter. The position peaked at $66K in Q4 2020. 53 funds tracked by Wall St. Rank hold BME as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining BlackRock Health Sciences Trust position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,385 BlackRock Health Sciences Trust shares in Q1 2021, an estimated $66K.
  • Institutional & Family Asset Management first reported a position in BlackRock Health Sciences Trust in Q4 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's BlackRock Health Sciences Trust position peaked at $66K in Q4 2020.
  • 53 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.