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Lenox Wealth Advisors’s BlackRock Health Sciences Trust BME Stock Holding History

Lenox Wealth Advisors’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
2016
Q1 		– Sell
-74
Closed -$3K – 272
2015
Q4 		$3K Buy
+74
New +$3.02K ﹤0.01% 273

Other funds holding BME

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lenox Wealth Advisors's BME Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of BlackRock Health Sciences Trust (BME) in Q1 2016, closing a stake of 74 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in BME in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 30 funds tracked by Wall St. Rank hold BME as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining BlackRock Health Sciences Trust position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 74 BlackRock Health Sciences Trust shares in Q1 2016, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in BlackRock Health Sciences Trust in Q4 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's BlackRock Health Sciences Trust position peaked at $3K in Q4 2015.
  • 30 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.