VFA
BGIO

Valeo Financial Advisors’s BlackRock 2022 Global Income Opportunity Trust BGIO Stock Holding History

Valeo Financial Advisors’s Portfolio BGIO Stock Details BGIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-370
Closed -$3K – 1815
2018
Q3 		$3K Buy
+370
New +$3.31K ﹤0.01% 1399

Other funds holding BGIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valeo Financial Advisors's BGIO Position: Q4 2018 in Review

Valeo Financial Advisors sold out of BlackRock 2022 Global Income Opportunity Trust (BGIO) in Q4 2018, closing a stake of 370 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in BGIO in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 27 funds tracked by Wall St. Rank hold BGIO as of Q4 2018.

  • Valeo Financial Advisors reported no remaining BlackRock 2022 Global Income Opportunity Trust position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 370 BlackRock 2022 Global Income Opportunity Trust shares in Q4 2018, an estimated $3K.
  • Valeo Financial Advisors first reported a position in BlackRock 2022 Global Income Opportunity Trust in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's BlackRock 2022 Global Income Opportunity Trust position peaked at $3K in Q3 2018.
  • 27 funds tracked by Wall St. Rank held BlackRock 2022 Global Income Opportunity Trust as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.