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Selective Wealth Management’s BlackRock Enhanced International Dividend Trust BGY Stock Holding History

Selective Wealth Management’s Portfolio BGY Stock Details BGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$15K Buy
+2,632
New +$15.2K 0.18% 66

Other funds holding BGY

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Selective Wealth Management's BGY Position: Q3 2018 in Review

Selective Wealth Management opened a new position in BlackRock Enhanced International Dividend Trust (BGY) in Q3 2018: 2,632 shares worth $15K. The stake represents 0.18% of the portfolio and ranks #66 among its holdings.

82 funds tracked by Wall St. Rank hold BGY as of Q3 2018.

  • Selective Wealth Management held 2,632 shares of BlackRock Enhanced International Dividend Trust worth $15K as of Q3 2018.
  • BlackRock Enhanced International Dividend Trust was a new Selective Wealth Management position in Q3 2018.
  • BlackRock Enhanced International Dividend Trust made up 0.18% of Selective Wealth Management's portfolio in Q3 2018, its #66 holding.
  • 82 funds tracked by Wall St. Rank held BlackRock Enhanced International Dividend Trust as of Q3 2018.

Based on Selective Wealth Management's 13F filing for Q3 2018, filed 12 Oct 2018.