EWA
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EverSource Wealth Advisors’s BlackRock Enhanced International Dividend Trust BGY Stock Holding History

EverSource Wealth Advisors’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
2023
Q3 		– Sell
-107
Closed -$582 – 2514
2023
Q2 		$582 Hold
107
– – ﹤0.01% 2321
2023
Q1 		$578 Hold
107
– – ﹤0.01% 2193
2022
Q4 		$537 Hold
107
– – ﹤0.01% 2192
2022
Q3 		$0 Buy
+107
New +$534 ﹤0.01% 1975

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

EverSource Wealth Advisors's BGY Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of BlackRock Enhanced International Dividend Trust (BGY) in Q3 2023, closing a stake of 107 shares — an estimated $582 sold.

EverSource Wealth Advisors first reported a position in BGY in Q3 2022 and held it in 4 quarters. The position peaked at $582 in Q2 2023. 92 funds tracked by Wall St. Rank hold BGY as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining BlackRock Enhanced International Dividend Trust position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 107 BlackRock Enhanced International Dividend Trust shares in Q3 2023, an estimated $582.
  • EverSource Wealth Advisors first reported a position in BlackRock Enhanced International Dividend Trust in Q3 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's BlackRock Enhanced International Dividend Trust position peaked at $582 in Q2 2023.
  • 92 funds tracked by Wall St. Rank held BlackRock Enhanced International Dividend Trust as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.