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

Squar Milner 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
2018
Q3 		– Sell
-3,000
Closed -$33K – 763
2018
Q2 		$33K Buy
+3,000
New +$33.9K 0.03% 406

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1832 Asset Management
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GC
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Squar Milner Financial Services's BOE Position: Q3 2018 in Review

Squar Milner Financial Services sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q3 2018, closing a stake of 3,000 shares — an estimated $33K sold.

Squar Milner Financial Services first reported a position in BOE in Q2 2018 and held it in 1 quarter. The position peaked at $33K in Q2 2018. 99 funds tracked by Wall St. Rank hold BOE as of Q3 2018.

  • Squar Milner Financial Services reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,000 BlackRock Enhanced Global Dividend Trust shares in Q3 2018, an estimated $33K.
  • Squar Milner Financial Services first reported a position in BlackRock Enhanced Global Dividend Trust in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's BlackRock Enhanced Global Dividend Trust position peaked at $33K in Q2 2018.
  • 99 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.