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B. Riley Wealth Advisors’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

B. Riley 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
2024
Q3 		– Sell
-48,007
Closed -$509K – 1282
2024
Q2 		$509K Buy
48,007
+2,786
+6% +$28.8K 0.01% 808
2024
Q1 		$426K Sell
45,221
-843
-2% -$8.55K 0.01% 877
2023
Q4 		$457K Buy
46,064
+843
+2% +$8.1K 0.01% 858
2023
Q3 		$426K Sell
45,221
-34,664
-43% -$343K 0.01% 877
2023
Q2 		$804K Buy
79,885
+36,129
+83% +$361K 0.02% 641
2023
Q1 		$434K Buy
43,756
+2,476
+6% +$24.8K 0.01% 864
2022
Q4 		$395K Buy
41,280
+7,619
+23% +$71.6K 0.01% 890
2022
Q3 		$297K Sell
33,661
-16,704
-33% -$165K 0.01% 1004
2022
Q2 		$493K Buy
50,365
+4,784
+10% +$50.3K 0.02% 665
2022
Q1 		$516K Buy
45,581
+64
+0.1% +$738 0.02% 732
2021
Q4 		$555K Buy
45,517
+58
+0.1% +$699 0.02% 751
2021
Q3 		$533K Buy
45,459
+4,115
+10% +$51K 0.02% 745
2021
Q2 		$519K Sell
41,344
-1,945
-4% -$23.7K 0.02% 749
2021
Q1 		$498K Buy
43,289
+4,319
+11% +$47.9K 0.02% 735
2020
Q4 		$426K Buy
38,970
+19,280
+98% +$197K 0.02% 592
2020
Q3 		$189K Buy
19,690
+30
+0.2% +$291 0.01% 847
2020
Q2 		$186K Buy
19,660
+35
+0.2% +$319 0.01% 779
2020
Q1 		$163K Buy
19,625
+31
+0.2% +$313 0.01% 699
2019
Q4 		$216K Buy
19,594
+27
+0.1% +$287 0.02% 732
2019
Q3 		$205K Buy
19,567
+28
+0.1% +$292 0.02% 720
2019
Q2 		$210K Sell
19,539
-6,501
-25% -$68.7K 0.02% 695
2019
Q1 		$279K Buy
26,040
+704
+3% +$7.24K 0.03% 529
2018
Q4 		$238K Buy
25,336
+1,167
+5% +$11.8K 0.03% 519
2018
Q3 		$266K Buy
24,169
+5,108
+27% +$56.9K 0.03% 540
2018
Q2 		$212K Buy
19,061
+41
+0.2% +$463 0.03% 595
2018
Q1 		$221K Sell
19,020
-1,876
-9% -$22.9K 0.03% 553
2017
Q4 		$262K Buy
+20,896
New +$279K 0.04% 495
2015
Q4 		– Sell
-19,758
Closed -$240K – 571
2015
Q3 		$240K Buy
19,758
+3,942
+25% +$51.9K 0.06% 417
2015
Q2 		$218K Sell
15,816
-6,354
-29% -$89K 0.05% 426
2015
Q1 		$308K Sell
22,170
-1,647
-7% -$22.3K 0.08% 345
2014
Q4 		$3.29K Buy
23,817
+518
+2% +$7.1K 0.07% 356
2014
Q3 		$329K Sell
23,299
-18,397
-44% -$270K 0.09% 323
2014
Q2 		$314K Buy
41,696
+20,917
+101% +$311K 0.07% 300
2014
Q1 		$304K Sell
20,779
-806
-4% -$11.9K 0.09% 259
2013
Q4 		$323K Buy
21,585
+1,194
+6% +$17.3K 0.1% 225
2013
Q3 		$285K Sell
20,391
-15,824
-44% -$219K 0.1% 237
2013
Q2 		$489K Buy
+36,215
New +$504K 0.17% 148

Other funds holding BOE

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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

B. Riley Wealth Advisors's BOE Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q3 2024, closing a stake of 48,007 shares — an estimated $509K sold.

B. Riley Wealth Advisors first reported a position in BOE in Q2 2013 and held it in 37 quarters. The position peaked at $804K in Q2 2023. 98 funds tracked by Wall St. Rank hold BOE as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 48,007 BlackRock Enhanced Global Dividend Trust shares in Q3 2024, an estimated $509K.
  • B. Riley Wealth Advisors first reported a position in BlackRock Enhanced Global Dividend Trust in Q2 2013 and held it in 37 quarters.
  • B. Riley Wealth Advisors's BlackRock Enhanced Global Dividend Trust position peaked at $804K in Q2 2023.
  • 98 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.