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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Invesco
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
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.