Wealthcare Advisory Partners’s BlackRock Health Sciences Trust BME Stock Holding History

Wealthcare Advisory Partners’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
2020 Q1	–	Sell	-4,997	Closed	-$212K	–	1481
2019 Q4	$212K	Buy	4,997 +769	+18%	+$30.5K	0.03%	290
2019 Q3	$162K	Sell	4,228 -889	-17%	-$34.2K	0.02%	308
2019 Q2	$199K	Sell	5,117 -248	-5%	-$9.43K	0.03%	270
2019 Q1	$213K	Buy	5,365 +1,002	+23%	+$39.6K	0.04%	233
2018 Q4	$159K	Buy	4,363 +1,434	+49%	+$56.4K	0.03%	239
2018 Q3	$125K	Buy	2,929 +522	+22%	+$21.2K	0.02%	294
2018 Q2	$93K	Sell	2,407 -717	-23%	-$26K	0.02%	337
2018 Q1	$109K	Buy	3,124 +1,143	+58%	+$40.7K	0.02%	263
2017 Q4	$72K	Buy	+1,981	New	+$71.6K	0.02%	314

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wealthcare Advisory Partners's BME Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of BlackRock Health Sciences Trust (BME) in Q1 2020, closing a stake of 4,997 shares — an estimated $212K sold.

Wealthcare Advisory Partners first reported a position in BME in Q4 2017 and held it in 9 quarters. The position peaked at $213K in Q1 2019. 41 funds tracked by Wall St. Rank hold BME as of Q1 2020.

Wealthcare Advisory Partners reported no remaining BlackRock Health Sciences Trust position as of Q1 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,997 BlackRock Health Sciences Trust shares in Q1 2020, an estimated $212K.
Wealthcare Advisory Partners first reported a position in BlackRock Health Sciences Trust in Q4 2017 and held it in 9 quarters.
Wealthcare Advisory Partners's BlackRock Health Sciences Trust position peaked at $213K in Q1 2019.
41 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.