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

Peachtree Investment 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
2015
Q1 		– Sell
-750
Closed -$10K – 327
2014
Q4 		$10K Sell
750
-450
-38% -$6.17K 0.01% 289
2014
Q3 		$17K Buy
+1,200
New +$17.6K 0.01% 273

Other funds holding BOE

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peachtree Investment Advisors's BOE Position: Q1 2015 in Review

Peachtree Investment Advisors sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q1 2015, closing a stake of 750 shares — an estimated $10K sold.

Peachtree Investment Advisors first reported a position in BOE in Q3 2014 and held it in 2 quarters. The position peaked at $17K in Q3 2014. 68 funds tracked by Wall St. Rank hold BOE as of Q1 2015.

  • Peachtree Investment Advisors reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q1 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 750 BlackRock Enhanced Global Dividend Trust shares in Q1 2015, an estimated $10K.
  • Peachtree Investment Advisors first reported a position in BlackRock Enhanced Global Dividend Trust in Q3 2014 and held it in 2 quarters.
  • Peachtree Investment Advisors's BlackRock Enhanced Global Dividend Trust position peaked at $17K in Q3 2014.
  • 68 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q1 2015.

Based on Peachtree Investment Advisors's 13F filing for Q1 2015, filed 14 Apr 2015.