Advocacy Wealth Management Services’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Advocacy Wealth Management Services’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
2019 Q1	–	Sell	-300	Closed	-$3K	–	134
2018 Q4	$3K	Hold	300	–	–	﹤0.01%	145
2018 Q3	$3K	Hold	300	–	–	﹤0.01%	163
2018 Q2	$3K	Hold	300	–	–	﹤0.01%	163
2018 Q1	$3K	Hold	300	–	–	﹤0.01%	186
2017 Q4	$4K	Hold	300	–	–	﹤0.01%	192
2017 Q3	$4K	Hold	300	–	–	﹤0.01%	243
2017 Q2	$4K	Hold	300	–	–	﹤0.01%	242
2017 Q1	$4K	Hold	300	–	–	﹤0.01%	268
2016 Q4	$3K	Hold	300	–	–	﹤0.01%	269
2016 Q3	$4K	Hold	300	–	–	﹤0.01%	331
2016 Q2	$4K	Sell	300 -1,450	-83%	-$17.2K	﹤0.01%	357
2016 Q1	$21K	Sell	1,750 -1,000	-36%	-$11.4K	0.01%	283
2015 Q4	$35K	Buy	+2,750	New	+$35K	0.04%	197

Other funds holding BOE

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

KIM

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

Advocacy Wealth Management Services's BOE Position: Q1 2019 in Review

Advocacy Wealth Management Services sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q1 2019, closing a stake of 300 shares — an estimated $3K sold.

Advocacy Wealth Management Services first reported a position in BOE in Q4 2015 and held it in 13 quarters. The position peaked at $35K in Q4 2015. 102 funds tracked by Wall St. Rank hold BOE as of Q1 2019.

Advocacy Wealth Management Services reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q1 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 300 BlackRock Enhanced Global Dividend Trust shares in Q1 2019, an estimated $3K.
Advocacy Wealth Management Services first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2015 and held it in 13 quarters.
Advocacy Wealth Management Services's BlackRock Enhanced Global Dividend Trust position peaked at $35K in Q4 2015.
102 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q1 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2019, filed 2 Apr 2019.