Loring Wolcott & Coolidge Fiduciary Advisors’s BlackRock Health Sciences Trust BME Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2019 Q1	–	Sell	-600	Closed	-$22K	–	706
2018 Q4	$22K	Hold	600	–	–	﹤0.01%	502
2018 Q3	$26K	Hold	600	–	–	﹤0.01%	475
2018 Q2	$23K	Hold	600	–	–	﹤0.01%	493
2018 Q1	$21K	Hold	600	–	–	﹤0.01%	530
2017 Q4	$22K	Buy	+600	New	+$21.7K	﹤0.01%	510

Other funds holding BME

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rikoon Group Santa Fe, New Mexico $376M AUM 56.75% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BME Position: Q1 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of BlackRock Health Sciences Trust (BME) in Q1 2019, closing a stake of 600 shares — an estimated $22K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BME in Q4 2017 and held it in 5 quarters. The position peaked at $26K in Q3 2018. 40 funds tracked by Wall St. Rank hold BME as of Q1 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining BlackRock Health Sciences Trust position as of Q1 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 600 BlackRock Health Sciences Trust shares in Q1 2019, an estimated $22K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BlackRock Health Sciences Trust in Q4 2017 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's BlackRock Health Sciences Trust position peaked at $26K in Q3 2018.
40 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q1 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.