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Financial Architects (New Jersey)’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Financial Architects (New Jersey)’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
Q4 		– Sell
-1,000
Closed -$10K – 912
2019
Q3 		$10K Hold
1,000
– – ﹤0.01% 721
2019
Q2 		$11K Hold
1,000
– – ﹤0.01% 861
2019
Q1 		$11K Buy
+1,000
New +$10.3K ﹤0.01% 1052

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Financial Architects (New Jersey)'s BOE Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q4 2019, closing a stake of 1,000 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in BOE in Q1 2019 and held it in 3 quarters. The position peaked at $11K in Q2 2019. 94 funds tracked by Wall St. Rank hold BOE as of Q4 2019.

  • Financial Architects (New Jersey) reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q4 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,000 BlackRock Enhanced Global Dividend Trust shares in Q4 2019, an estimated $10K.
  • Financial Architects (New Jersey) first reported a position in BlackRock Enhanced Global Dividend Trust in Q1 2019 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s BlackRock Enhanced Global Dividend Trust position peaked at $11K in Q2 2019.
  • 94 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.