WFG Advisors’s BlackRock Science and Technology Trust BST Stock Holding History

WFG Advisors’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
2017 Q2	–	Sell	-1,012	Closed	-$21K	–	1558
2017 Q1	$21K	Hold	1,012	–	–	0.01%	866
2016 Q4	$18K	Hold	1,012	–	–	﹤0.01%	956
2016 Q3	$19K	Buy	+1,012	New	+$17.8K	﹤0.01%	956

Other funds holding BST

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

RJA

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

WFG Advisors's BST Position: Q2 2017 in Review

WFG Advisors sold out of BlackRock Science and Technology Trust (BST) in Q2 2017, closing a stake of 1,012 shares — an estimated $21K sold.

WFG Advisors first reported a position in BST in Q3 2016 and held it in 3 quarters. The position peaked at $21K in Q1 2017. 41 funds tracked by Wall St. Rank hold BST as of Q2 2017.

WFG Advisors reported no remaining BlackRock Science and Technology Trust position as of Q2 2017 after selling out during the quarter.
WFG Advisors sold 1,012 BlackRock Science and Technology Trust shares in Q2 2017, an estimated $21K.
WFG Advisors first reported a position in BlackRock Science and Technology Trust in Q3 2016 and held it in 3 quarters.
WFG Advisors's BlackRock Science and Technology Trust position peaked at $21K in Q1 2017.
41 funds tracked by Wall St. Rank held BlackRock Science and Technology Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.