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Center for Financial Planning’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Center for Financial Planning’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
2021
Q4 		– Sell
-270
Closed -$3K – 540
2021
Q3 		$3K Buy
+270
New +$3.35K ﹤0.01% 432

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1CP
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Center for Financial Planning sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q4 2021, closing a stake of 270 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in BOE in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 97 funds tracked by Wall St. Rank hold BOE as of Q4 2021.

  • Center for Financial Planning reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q4 2021 after selling out during the quarter.
  • Center for Financial Planning sold 270 BlackRock Enhanced Global Dividend Trust shares in Q4 2021, an estimated $3K.
  • Center for Financial Planning first reported a position in BlackRock Enhanced Global Dividend Trust in Q3 2021 and held it in 1 quarter.
  • Center for Financial Planning's BlackRock Enhanced Global Dividend Trust position peaked at $3K in Q3 2021.
  • 97 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q4 2021.

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