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Abundance Wealth Counselors’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Abundance Wealth Counselors’s Portfolio BOE Stock Details BOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-500
Closed -$6K – 135
2021
Q1 		$6K Buy
+500
New +$5.54K ﹤0.01% 280

Other funds holding BOE

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Abundance Wealth Counselors's BOE Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q2 2021, closing a stake of 500 shares — an estimated $6K sold.

Abundance Wealth Counselors first reported a position in BOE in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 87 funds tracked by Wall St. Rank hold BOE as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 500 BlackRock Enhanced Global Dividend Trust shares in Q2 2021, an estimated $6K.
  • Abundance Wealth Counselors first reported a position in BlackRock Enhanced Global Dividend Trust in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's BlackRock Enhanced Global Dividend Trust position peaked at $6K in Q1 2021.
  • 87 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.