PAS
BSTZ icon

Partnervest Advisory Services’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History

Partnervest Advisory 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
2020
Q3 		$373K Buy
14,548
+2,118
+17% +$52.9K 0.12% 144
2020
Q2 		$282K Buy
+12,430
New +$252K 0.11% 153

Other funds holding BSTZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Partnervest Advisory Services's BSTZ Position: Q3 2020 in Review

Partnervest Advisory Services increased its BlackRock Science and Technology Term Trust (BSTZ) stake by 17% in Q3 2020, buying an estimated $52.9K and bringing the position to 14,548 shares worth $373K. The position accounts for 0.12% of the portfolio, ranked #144.

Partnervest Advisory Services first reported a position in BSTZ in Q2 2020 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold BSTZ as of Q3 2020.

  • Partnervest Advisory Services held 14,548 shares of BlackRock Science and Technology Term Trust worth $373K as of Q3 2020.
  • Partnervest Advisory Services bought 2,118 BlackRock Science and Technology Term Trust shares in Q3 2020, an estimated $52.9K.
  • BlackRock Science and Technology Term Trust made up 0.12% of Partnervest Advisory Services's portfolio in Q3 2020, its #144 holding.
  • Partnervest Advisory Services first reported a position in BlackRock Science and Technology Term Trust in Q2 2020 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held BlackRock Science and Technology Term Trust as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.