Sowell Financial Services’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-306	Closed	-$4K	–	808
2021 Q1	$4K	Sell	306 -61	-17%	-$676	﹤0.01%	2648
2020 Q4	$4K	Sell	367 -1	-0.3%	-$10	﹤0.01%	2316
2020 Q3	$4K	Sell	368 -1	-0.3%	-$10	﹤0.01%	2037
2020 Q2	$3K	Sell	369 -9	-2%	-$82	﹤0.01%	2028
2020 Q1	$3K	Buy	378 +9	+2%	+$91	﹤0.01%	1959
2019 Q4	$4K	Buy	369 +10	+3%	+$106	﹤0.01%	1948
2019 Q3	$4K	Buy	+359	New	+$3.74K	﹤0.01%	1810

Other funds holding BOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return