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

Kiley Juergens 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
2018 Q3	–	Sell	-1,215	Closed	-$13K	–	645
2018 Q2	$13K	Buy	+1,215	New	+$13.7K	0.01%	401
2018 Q1	–	Sell	-1,215	Closed	-$15K	–	147
2017 Q4	$15K	Buy	+1,215	New	+$16.2K	0.01%	392

Other funds holding BOE

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Kiley Juergens Wealth Management's BOE Position: Q3 2018 in Review

Kiley Juergens Wealth Management sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q3 2018, closing a stake of 1,215 shares — an estimated $13K sold.

Kiley Juergens Wealth Management first reported a position in BOE in Q4 2017 and held it in 2 quarters. The position peaked at $15K in Q4 2017. 99 funds tracked by Wall St. Rank hold BOE as of Q3 2018.

Kiley Juergens Wealth Management reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q3 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,215 BlackRock Enhanced Global Dividend Trust shares in Q3 2018, an estimated $13K.
Kiley Juergens Wealth Management first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2017 and held it in 2 quarters.
Kiley Juergens Wealth Management's BlackRock Enhanced Global Dividend Trust position peaked at $15K in Q4 2017.
99 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q3 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q3 2018, filed 10 Oct 2018.