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Wealthstreet Investment Advisors’s BlackRock Health Sciences Trust II BMEZ Stock Holding History

Wealthstreet Investment Advisors’s Portfolio BMEZ Stock Details BMEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-17,500
Closed -$366K – 336
2020
Q2 		$366K Buy
+17,500
New +$345K 0.04% 248

Other funds holding BMEZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealthstreet Investment Advisors's BMEZ Position: Q3 2020 in Review

Wealthstreet Investment Advisors sold out of BlackRock Health Sciences Trust II (BMEZ) in Q3 2020, closing a stake of 17,500 shares — an estimated $366K sold.

Wealthstreet Investment Advisors first reported a position in BMEZ in Q2 2020 and held it in 1 quarter. The position peaked at $366K in Q2 2020. 45 funds tracked by Wall St. Rank hold BMEZ as of Q3 2020.

  • Wealthstreet Investment Advisors reported no remaining BlackRock Health Sciences Trust II position as of Q3 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 17,500 BlackRock Health Sciences Trust II shares in Q3 2020, an estimated $366K.
  • Wealthstreet Investment Advisors first reported a position in BlackRock Health Sciences Trust II in Q2 2020 and held it in 1 quarter.
  • Wealthstreet Investment Advisors's BlackRock Health Sciences Trust II position peaked at $366K in Q2 2020.
  • 45 funds tracked by Wall St. Rank held BlackRock Health Sciences Trust II as of Q3 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.