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Institutional & Family Asset Management’s BlackRock Science and Technology Trust BST Stock Holding History

Institutional & Family Asset Management’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
Q3 		– Sell
-101
Closed -$3K – 838
2019
Q2 		$3K Buy
+101
New +$3.27K ﹤0.01% 650

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institutional & Family Asset Management's BST Position: Q3 2019 in Review

Institutional & Family Asset Management sold out of BlackRock Science and Technology Trust (BST) in Q3 2019, closing a stake of 101 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in BST in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 57 funds tracked by Wall St. Rank hold BST as of Q3 2019.

  • Institutional & Family Asset Management reported no remaining BlackRock Science and Technology Trust position as of Q3 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 101 BlackRock Science and Technology Trust shares in Q3 2019, an estimated $3K.
  • Institutional & Family Asset Management first reported a position in BlackRock Science and Technology Trust in Q2 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's BlackRock Science and Technology Trust position peaked at $3K in Q2 2019.
  • 57 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q3 2019.

Based on Institutional & Family Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.