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MassMutual Private Wealth & Trust’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

MassMutual Private Wealth & Trust’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
2024
Q1 		– Sell
-420
Closed -$4.17K – 2051
2023
Q4 		$4.17K Buy
+420
New +$4.04K ﹤0.01% 1286
2016
Q2 		$948 Buy
+80
New +$948 ﹤0.01% 683

Other funds holding BOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

MassMutual Private Wealth & Trust's BOE Position: Q1 2024 in Review

MassMutual Private Wealth & Trust sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q1 2024, closing a stake of 420 shares — an estimated $4.17K sold.

MassMutual Private Wealth & Trust first reported a position in BOE in Q2 2016 and held it in 2 quarters. The position peaked at $4.17K in Q4 2023. 101 funds tracked by Wall St. Rank hold BOE as of Q1 2024.

  • MassMutual Private Wealth & Trust reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q1 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 420 BlackRock Enhanced Global Dividend Trust shares in Q1 2024, an estimated $4.17K.
  • MassMutual Private Wealth & Trust first reported a position in BlackRock Enhanced Global Dividend Trust in Q2 2016 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's BlackRock Enhanced Global Dividend Trust position peaked at $4.17K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q1 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2024, filed 9 Apr 2024.