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MinichMacGregor Wealth Management’s BlackRock Science and Technology Trust BST Stock Holding History

MinichMacGregor Wealth 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
2016
Q1 		– Sell
-2,277
Closed -$40K – 436
2015
Q4 		$40K Buy
+2,277
New +$38.5K 0.04% 115

Other funds holding BST

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

MinichMacGregor Wealth Management's BST Position: Q1 2016 in Review

MinichMacGregor Wealth Management sold out of BlackRock Science and Technology Trust (BST) in Q1 2016, closing a stake of 2,277 shares — an estimated $40K sold.

MinichMacGregor Wealth Management first reported a position in BST in Q4 2015 and held it in 1 quarter. The position peaked at $40K in Q4 2015. 31 funds tracked by Wall St. Rank hold BST as of Q1 2016.

  • MinichMacGregor Wealth Management reported no remaining BlackRock Science and Technology Trust position as of Q1 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2,277 BlackRock Science and Technology Trust shares in Q1 2016, an estimated $40K.
  • MinichMacGregor Wealth Management first reported a position in BlackRock Science and Technology Trust in Q4 2015 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's BlackRock Science and Technology Trust position peaked at $40K in Q4 2015.
  • 31 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q1 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2016, filed 28 Jun 2018.