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

Realta 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
2020
Q1 		– Sell
-585
Closed -$6K – 429
2019
Q4 		$6K Hold
585
– – ﹤0.01% 1278
2019
Q3 		$6K Hold
585
– – ﹤0.01% 1255
2019
Q2 		$6K Buy
+585
New +$6.18K ﹤0.01% 1295

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
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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Realta Investment Advisors's BOE Position: Q1 2020 in Review

Realta Investment Advisors sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q1 2020, closing a stake of 585 shares — an estimated $6K sold.

Realta Investment Advisors first reported a position in BOE in Q2 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 92 funds tracked by Wall St. Rank hold BOE as of Q1 2020.

  • Realta Investment Advisors reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 585 BlackRock Enhanced Global Dividend Trust shares in Q1 2020, an estimated $6K.
  • Realta Investment Advisors first reported a position in BlackRock Enhanced Global Dividend Trust in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's BlackRock Enhanced Global Dividend Trust position peaked at $6K in Q4 2019.
  • 92 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.