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Retirement Guys Formula’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Retirement Guys Formula’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
2022
Q2 		– Sell
-10,900
Closed -$123K – 127
2022
Q1 		$123K Hold
10,900
– – 0.08% 130
2021
Q4 		$133K Buy
+10,900
New +$131K 0.11% 112

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Guys Formula's BOE Position: Q2 2022 in Review

Retirement Guys Formula sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q2 2022, closing a stake of 10,900 shares — an estimated $123K sold.

Retirement Guys Formula first reported a position in BOE in Q4 2021 and held it in 2 quarters. The position peaked at $133K in Q4 2021. 100 funds tracked by Wall St. Rank hold BOE as of Q2 2022.

  • Retirement Guys Formula reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q2 2022 after selling out during the quarter.
  • Retirement Guys Formula sold 10,900 BlackRock Enhanced Global Dividend Trust shares in Q2 2022, an estimated $123K.
  • Retirement Guys Formula first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2021 and held it in 2 quarters.
  • Retirement Guys Formula's BlackRock Enhanced Global Dividend Trust position peaked at $133K in Q4 2021.
  • 100 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2022.

Based on Retirement Guys Formula's 13F filing for Q2 2022, filed 22 Jul 2022.