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

Ropes 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
2019 Q4	–	Sell	-1,000	Closed	-$38K	–	535
2019 Q3	$38K	Hold	1,000	–	–	0.01%	359
2019 Q2	$39K	Hold	1,000	–	–	0.01%	360
2019 Q1	$40K	Hold	1,000	–	–	0.01%	354
2018 Q4	$36K	Hold	1,000	–	–	0.01%	333
2018 Q3	$43K	Hold	1,000	–	–	0.01%	345
2018 Q2	$39K	Hold	1,000	–	–	0.01%	369
2018 Q1	$35K	Hold	1,000	–	–	0.01%	363
2017 Q4	$37K	Hold	1,000	–	–	0.01%	373
2017 Q3	$36K	Hold	1,000	–	–	0.01%	360
2017 Q2	$37K	Buy	+1,000	New	+$35.1K	0.01%	358

Other funds holding BME

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Ropes Wealth Advisors's BME Position: Q4 2019 in Review

Ropes Wealth Advisors sold out of BlackRock Health Sciences Trust (BME) in Q4 2019, closing a stake of 1,000 shares — an estimated $38K sold.

Ropes Wealth Advisors first reported a position in BME in Q2 2017 and held it in 10 quarters. The position peaked at $43K in Q3 2018. 43 funds tracked by Wall St. Rank hold BME as of Q4 2019.

Ropes Wealth Advisors reported no remaining BlackRock Health Sciences Trust position as of Q4 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 1,000 BlackRock Health Sciences Trust shares in Q4 2019, an estimated $38K.
Ropes Wealth Advisors first reported a position in BlackRock Health Sciences Trust in Q2 2017 and held it in 10 quarters.
Ropes Wealth Advisors's BlackRock Health Sciences Trust position peaked at $43K in Q3 2018.
43 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q4 2019.

Based on Ropes Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.