Ancora Family Wealth Advisors’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Ancora Family Wealth Advisors’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 Q3	$230K	Buy	18,771 +328	+2%	+$3.97K	0.08%	192
2016 Q2	$219K	Buy	18,443 +376	+2%	+$4.45K	0.08%	177
2016 Q1	$215K	Buy	18,067 +4,274	+31%	+$48.8K	0.09%	164
2015 Q4	$176K	Buy	13,793 +246	+2%	+$3.13K	0.08%	176
2015 Q3	$164K	Buy	+13,547	New	+$178K	0.07%	187

Other funds holding BOE

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Ancora Family Wealth Advisors's BOE Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its BlackRock Enhanced Global Dividend Trust (BOE) stake by 1.8% in Q3 2016, buying an estimated $3.97K and bringing the position to 18,771 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #192.

Ancora Family Wealth Advisors first reported a position in BOE in Q3 2015 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold BOE as of Q3 2016.

Ancora Family Wealth Advisors held 18,771 shares of BlackRock Enhanced Global Dividend Trust worth $230K as of Q3 2016.
Ancora Family Wealth Advisors bought 328 BlackRock Enhanced Global Dividend Trust shares in Q3 2016, an estimated $3.97K.
BlackRock Enhanced Global Dividend Trust made up 0.08% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #192 holding.
Ancora Family Wealth Advisors first reported a position in BlackRock Enhanced Global Dividend Trust in Q3 2015 and has held it in 5 quarters since.
75 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.