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Advantage Investment Management’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Advantage Investment Management’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
2016
Q1 		– Sell
-174
Closed -$2K – 866
2015
Q4 		$2K Buy
+174
New +$2.21K ﹤0.01% 765

Other funds holding BOE

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advantage Investment Management's BOE Position: Q1 2016 in Review

Advantage Investment Management sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q1 2016, closing a stake of 174 shares — an estimated $2K sold.

Advantage Investment Management first reported a position in BOE in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 77 funds tracked by Wall St. Rank hold BOE as of Q1 2016.

  • Advantage Investment Management reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q1 2016 after selling out during the quarter.
  • Advantage Investment Management sold 174 BlackRock Enhanced Global Dividend Trust shares in Q1 2016, an estimated $2K.
  • Advantage Investment Management first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2015 and held it in 1 quarter.
  • Advantage Investment Management's BlackRock Enhanced Global Dividend Trust position peaked at $2K in Q4 2015.
  • 77 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q1 2016.

Based on Advantage Investment Management's 13F filing for Q1 2016, filed 27 Mar 2017.