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 Q1	–	Sell	-2,208	Closed	-$24.5K	–	1002
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

Other funds holding BOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Plante Moran Financial Advisors's BOE Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q4 2021, closing a stake of 775 shares — an estimated $9K sold.

Plante Moran Financial Advisors first reported a position in BOE in Q2 2014 and held it in 4 quarters. The position peaked at $25K in Q2 2014. 97 funds tracked by Wall St. Rank hold BOE as of Q4 2021.

Plante Moran Financial Advisors reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q4 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 775 BlackRock Enhanced Global Dividend Trust shares in Q4 2021, an estimated $9K.
Plante Moran Financial Advisors first reported a position in BlackRock Enhanced Global Dividend Trust in Q2 2014 and held it in 4 quarters.
Plante Moran Financial Advisors's BlackRock Enhanced Global Dividend Trust position peaked at $25K in Q2 2014.
97 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.