Lido Advisors
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Lido Advisors’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Lido Advisors’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
2020
Q2 		– Sell
-16,069
Closed -$133K – 608
2020
Q1 		$133K Hold
16,069
– – 0.01% 546
2019
Q4 		$177K Buy
+16,069
New +$171K 0.01% 625

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1CP
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lido Advisors's BOE Position: Q2 2020 in Review

Lido Advisors sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q2 2020, closing a stake of 16,069 shares — an estimated $133K sold.

Lido Advisors first reported a position in BOE in Q4 2019 and held it in 2 quarters. The position peaked at $177K in Q4 2019. 87 funds tracked by Wall St. Rank hold BOE as of Q2 2020.

  • Lido Advisors reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q2 2020 after selling out during the quarter.
  • Lido Advisors sold 16,069 BlackRock Enhanced Global Dividend Trust shares in Q2 2020, an estimated $133K.
  • Lido Advisors first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2019 and held it in 2 quarters.
  • Lido Advisors's BlackRock Enhanced Global Dividend Trust position peaked at $177K in Q4 2019.
  • 87 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2020.

Based on Lido Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.