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

EP 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
2018
Q1 		– Sell
-15,000
Closed -$188K – 205
2017
Q4 		$188K Buy
+15,000
New +$200K 0.02% 191

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EP Wealth Advisors's BOE Position: Q1 2018 in Review

EP Wealth Advisors sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q1 2018, closing a stake of 15,000 shares — an estimated $188K sold.

EP Wealth Advisors first reported a position in BOE in Q4 2017 and held it in 1 quarter. The position peaked at $188K in Q4 2017. 91 funds tracked by Wall St. Rank hold BOE as of Q1 2018.

  • EP Wealth Advisors reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q1 2018 after selling out during the quarter.
  • EP Wealth Advisors sold 15,000 BlackRock Enhanced Global Dividend Trust shares in Q1 2018, an estimated $188K.
  • EP Wealth Advisors first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2017 and held it in 1 quarter.
  • EP Wealth Advisors's BlackRock Enhanced Global Dividend Trust position peaked at $188K in Q4 2017.
  • 91 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q1 2018.

Based on EP Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.