Ladenburg Thalmann Financial Services’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio BSTZ Stock Details BSTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$31K	Hold	1,500	–	–	﹤0.01%	3849
2019 Q3	$31K	Sell	1,500 -800	-35%	-$17K	﹤0.01%	3749
2019 Q2	$48K	Buy	+2,300	New	+$46.6K	﹤0.01%	3490

Other funds holding BSTZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BSTZ Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its BlackRock Science and Technology Term Trust (BSTZ) position steady in Q4 2019 at 1,500 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #3849.

Ladenburg Thalmann Financial Services first reported a position in BSTZ in Q2 2019 and has held it in 3 quarters since. The position peaked at $48K in Q2 2019. 31 funds tracked by Wall St. Rank hold BSTZ as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,500 shares of BlackRock Science and Technology Term Trust worth $31K as of Q4 2019.
Ladenburg Thalmann Financial Services left its BlackRock Science and Technology Term Trust share count unchanged in Q4 2019.
BlackRock Science and Technology Term Trust made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3849 holding.
Ladenburg Thalmann Financial Services first reported a position in BlackRock Science and Technology Term Trust in Q2 2019 and has held it in 3 quarters since.
Ladenburg Thalmann Financial Services's BlackRock Science and Technology Term Trust position peaked at $48K in Q2 2019.
31 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.