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Sugarloaf Wealth Management’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Sugarloaf Wealth Management’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
2023
Q1 		– Sell
-105
Closed -$1K – 715
2022
Q4 		$1K Buy
105
+2
+2% +$19 ﹤0.01% 705
2022
Q3 		$1K Buy
103
+2
+2% +$20 ﹤0.01% 744
2022
Q2 		$1K Buy
+101
New +$1.06K ﹤0.01% 727

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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sugarloaf Wealth Management's BOE Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q1 2023, closing a stake of 105 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in BOE in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q4 2022. 101 funds tracked by Wall St. Rank hold BOE as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 105 BlackRock Enhanced Global Dividend Trust shares in Q1 2023, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in BlackRock Enhanced Global Dividend Trust in Q2 2022 and held it in 3 quarters.
  • Sugarloaf Wealth Management's BlackRock Enhanced Global Dividend Trust position peaked at $1K in Q4 2022.
  • 101 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.