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

Mascoma 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
2022
Q4 		– Sell
-300
Closed -$3K – 628
2022
Q3 		$3K Hold
300
– – ﹤0.01% 521
2022
Q2 		$3K Hold
300
– – ﹤0.01% 537
2022
Q1 		$3K Hold
300
– – ﹤0.01% 531
2021
Q4 		$4K Buy
+300
New +$3.61K ﹤0.01% 465

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mascoma Wealth Management's BOE Position: Q4 2022 in Review

Mascoma Wealth Management sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q4 2022, closing a stake of 300 shares — an estimated $3K sold.

Mascoma Wealth Management first reported a position in BOE in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 102 funds tracked by Wall St. Rank hold BOE as of Q4 2022.

  • Mascoma Wealth Management reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q4 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 300 BlackRock Enhanced Global Dividend Trust shares in Q4 2022, an estimated $3K.
  • Mascoma Wealth Management first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2021 and held it in 4 quarters.
  • Mascoma Wealth Management's BlackRock Enhanced Global Dividend Trust position peaked at $4K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q4 2022.

Based on Mascoma Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.