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Gerber Kawasaki Wealth & Investment Management’s BlackRock Enhanced Captial and Income Fund CII Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio CII Stock Details CII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-17
Closed – – 426
2021
Q3 		$0 Buy
+17
New +$359 ﹤0.01% 1177

Other funds holding CII

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CII Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of BlackRock Enhanced Captial and Income Fund (CII) in Q4 2021, closing a stake of 17 shares.

Gerber Kawasaki Wealth & Investment Management first reported a position in CII in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 96 funds tracked by Wall St. Rank hold CII as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining BlackRock Enhanced Captial and Income Fund position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 17 BlackRock Enhanced Captial and Income Fund shares in Q4 2021.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in BlackRock Enhanced Captial and Income Fund in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's BlackRock Enhanced Captial and Income Fund position peaked at $0 in Q3 2021.
  • 96 funds tracked by Wall St. Rank held BlackRock Enhanced Captial and Income Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.