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Independent Portfolio Consultants’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-723
Closed -$8K – 812
2016
Q4 		$8K Buy
+723
New +$8.43K ﹤0.01% 717

Other funds holding BOE

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Portfolio Consultants's BOE Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q1 2017, closing a stake of 723 shares — an estimated $8K sold.

Independent Portfolio Consultants first reported a position in BOE in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 82 funds tracked by Wall St. Rank hold BOE as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 723 BlackRock Enhanced Global Dividend Trust shares in Q1 2017, an estimated $8K.
  • Independent Portfolio Consultants first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2016 and held it in 1 quarter.
  • Independent Portfolio Consultants's BlackRock Enhanced Global Dividend Trust position peaked at $8K in Q4 2016.
  • 82 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.