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EPG Wealth Management’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-1,784
Closed -$15K – 206
2020
Q1 		$15K Hold
1,784
– – 0.01% 425
2019
Q4 		$20K Buy
+1,784
New +$18.9K 0.01% 349

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EPG Wealth Management's BOE Position: Q2 2020 in Review

EPG Wealth Management sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q2 2020, closing a stake of 1,784 shares — an estimated $15K sold.

EPG Wealth Management first reported a position in BOE in Q4 2019 and held it in 2 quarters. The position peaked at $20K in Q4 2019. 87 funds tracked by Wall St. Rank hold BOE as of Q2 2020.

  • EPG Wealth Management reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,784 BlackRock Enhanced Global Dividend Trust shares in Q2 2020, an estimated $15K.
  • EPG Wealth Management first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's BlackRock Enhanced Global Dividend Trust position peaked at $20K in Q4 2019.
  • 87 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.