Patriot Financial Group Insurance Agency’s BlackRock Science and Technology Trust BST Stock Holding History

Patriot Financial Group Insurance Agency’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
2018 Q2	–	Sell	-1,265	Closed	-$36K	–	623
2018 Q1	$36K	Hold	1,265	–	–	0.03%	365
2017 Q4	$35K	Hold	1,265	–	–	0.03%	351
2017 Q3	$31K	Buy	+1,265	New	+$29.6K	0.03%	328

Other funds holding BST

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

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

RJA

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

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BST Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of BlackRock Science and Technology Trust (BST) in Q2 2018, closing a stake of 1,265 shares — an estimated $36K sold.

Patriot Financial Group Insurance Agency first reported a position in BST in Q3 2017 and held it in 3 quarters. The position peaked at $36K in Q1 2018. 47 funds tracked by Wall St. Rank hold BST as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining BlackRock Science and Technology Trust position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,265 BlackRock Science and Technology Trust shares in Q2 2018, an estimated $36K.
Patriot Financial Group Insurance Agency first reported a position in BlackRock Science and Technology Trust in Q3 2017 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's BlackRock Science and Technology Trust position peaked at $36K in Q1 2018.
47 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.