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PMFA
Plante Moran Financial Advisors’s
BlackRock Enhanced Global Dividend Trust
BOE
Stock Holding History
Plante Moran Financial 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
2021
Q4
–
Sell
-775
Closed
-$9K
–
1005
2021
Q3
$9K
Buy
+775
New
+$9.61K
﹤0.01%
701
2021
Q2
–
Hold
0
–
–
–
962
2021
Q1
–
Sell
-2,208
Closed
-$24.5K
–
1006
2020
Q4
$24K
Buy
+2,208
New
+$22.6K
0.01%
487
2014
Q4
–
Sell
-1,632
Closed
-$23K
–
809
2014
Q3
$23K
Hold
1,632
–
–
0.02%
384
2014
Q2
$25K
Buy
+1,632
New
+$24.3K
0.02%
350
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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