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BOK Financial Private Wealth’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

BOK Financial Private Wealth’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
2023
Q4 		– Sell
-367
Closed -$3.46K – 516
2023
Q3 		$3.46K Hold
367
– – ﹤0.01% 351
2023
Q2 		$3.7K Hold
367
– – ﹤0.01% 334
2023
Q1 		$3.65K Buy
+367
New +$3.68K ﹤0.01% 379

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

BOK Financial Private Wealth's BOE Position: Q4 2023 in Review

BOK Financial Private Wealth sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q4 2023, closing a stake of 367 shares — an estimated $3.46K sold.

BOK Financial Private Wealth first reported a position in BOE in Q1 2023 and held it in 3 quarters. The position peaked at $3.7K in Q2 2023. 109 funds tracked by Wall St. Rank hold BOE as of Q4 2023.

  • BOK Financial Private Wealth reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q4 2023 after selling out during the quarter.
  • BOK Financial Private Wealth sold 367 BlackRock Enhanced Global Dividend Trust shares in Q4 2023, an estimated $3.46K.
  • BOK Financial Private Wealth first reported a position in BlackRock Enhanced Global Dividend Trust in Q1 2023 and held it in 3 quarters.
  • BOK Financial Private Wealth's BlackRock Enhanced Global Dividend Trust position peaked at $3.7K in Q2 2023.
  • 109 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q4 2023.

Based on BOK Financial Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.