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Center for Financial Planning’s BlackRock Enhanced International Dividend Trust BGY Stock Holding History

Center for Financial Planning’s Portfolio BGY Stock Details BGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-550
Closed -$3K – 538
2021
Q3 		$3K Buy
+550
New +$3.5K ﹤0.01% 430

Other funds holding BGY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Center for Financial Planning's BGY Position: Q4 2021 in Review

Center for Financial Planning sold out of BlackRock Enhanced International Dividend Trust (BGY) in Q4 2021, closing a stake of 550 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in BGY in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 91 funds tracked by Wall St. Rank hold BGY as of Q4 2021.

  • Center for Financial Planning reported no remaining BlackRock Enhanced International Dividend Trust position as of Q4 2021 after selling out during the quarter.
  • Center for Financial Planning sold 550 BlackRock Enhanced International Dividend Trust shares in Q4 2021, an estimated $3K.
  • Center for Financial Planning first reported a position in BlackRock Enhanced International Dividend Trust in Q3 2021 and held it in 1 quarter.
  • Center for Financial Planning's BlackRock Enhanced International Dividend Trust position peaked at $3K in Q3 2021.
  • 91 funds tracked by Wall St. Rank held BlackRock Enhanced International Dividend Trust as of Q4 2021.

Based on Center for Financial Planning's 13F filing for Q4 2021, filed 8 Feb 2022.