Wealthspire Advisors (Maryland)

Wealthspire Advisors (Maryland)’s BlackRock Health Sciences Trust BME Stock Holding History

Wealthspire Advisors (Maryland)’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 Q1	–	Hold	0	–	–	–	1133
2018 Q4	–	Hold	0	–	–	–	1105
2018 Q3	–	Hold	0	–	–	–	1144
2018 Q2	–	Hold	0	–	–	–	1191
2018 Q1	–	Hold	0	–	–	–	989
2017 Q3	–	Hold	0	–	–	–	976
2017 Q2	–	Hold	0	–	–	–	944
2017 Q1	–	Hold	0	–	–	–	810
2016 Q4	–	Hold	0	–	–	–	804
2016 Q3	–	Hold	0	–	–	–	781
2016 Q2	–	Hold	0	–	–	–	730
2016 Q1	–	Hold	0	–	–	–	699
2015 Q4	–	Hold	0	–	–	–	689

Other funds holding BME

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

Bank of America

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

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

HighTower Advisors

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

First Allied Advisory Services

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Cambridge Investment Research Advisors

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

Rikoon Group Santa Fe, New Mexico $376M AUM 56.75% 1-Year Est. Return