United Capital Financial Advisors’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

United Capital Financial Advisors’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
2020 Q2	–	Sell	-61,883	Closed	-$513K	–	1194
2020 Q1	$513K	Hold	61,883	–	–	﹤0.01%	805
2019 Q4	$680K	Hold	61,883	–	–	﹤0.01%	905
2019 Q3	$645K	Buy	61,883 +1,721	+3%	+$17.9K	﹤0.01%	870
2019 Q2	$646K	Buy	60,162 +1,685	+3%	+$17.8K	﹤0.01%	956
2019 Q1	$626K	Buy	58,477 +19,600	+50%	+$202K	﹤0.01%	918
2018 Q4	$364K	Buy	+38,877	New	+$393K	﹤0.01%	1008

Other funds holding BOE

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

PPA

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

KIM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's BOE Position: Q2 2020 in Review

United Capital Financial Advisors sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q2 2020, closing a stake of 61,883 shares — an estimated $513K sold.

United Capital Financial Advisors first reported a position in BOE in Q4 2018 and held it in 6 quarters. The position peaked at $680K in Q4 2019. 87 funds tracked by Wall St. Rank hold BOE as of Q2 2020.

United Capital Financial Advisors reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 61,883 BlackRock Enhanced Global Dividend Trust shares in Q2 2020, an estimated $513K.
United Capital Financial Advisors first reported a position in BlackRock Enhanced Global Dividend Trust in Q4 2018 and held it in 6 quarters.
United Capital Financial Advisors's BlackRock Enhanced Global Dividend Trust position peaked at $680K in Q4 2019.
87 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.