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Claro Advisors’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Claro 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
2019
Q1 		– Sell
-468
Closed -$5K – 246
2018
Q4 		$5K Buy
+468
New +$4.73K ﹤0.01% 777

Other funds holding BOE

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Claro Advisors's BOE Position: Q1 2019 in Review

Claro Advisors sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q1 2019, closing a stake of 468 shares — an estimated $5K sold.

Claro Advisors first reported a position in BOE in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 102 funds tracked by Wall St. Rank hold BOE as of Q1 2019.

  • Claro Advisors reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 468 BlackRock Enhanced Global Dividend Trust shares in Q1 2019, an estimated $5K.
  • Claro Advisors first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's BlackRock Enhanced Global Dividend Trust position peaked at $5K in Q4 2018.
  • 102 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.