WFG Advisors’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

WFG 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
2017 Q2	$6K	Buy	467 +8	+2%	+$104	﹤0.01%	1239
2017 Q1	$6K	Buy	+459	New	+$5.6K	﹤0.01%	1172
2015 Q1	–	Sell	-6,322	Closed	-$83K	–	1786
2014 Q4	$83K	Buy	6,322 +77	+1%	+$1.06K	0.02%	696
2014 Q3	$88K	Buy	6,245 +37	+0.6%	+$544	0.02%	709
2014 Q2	$93K	Buy	6,208 +51	+0.8%	+$758	0.02%	681
2014 Q1	$90K	Sell	6,157 -2,030	-25%	-$30K	0.02%	673
2013 Q4	$122K	Sell	8,187 -799	-9%	-$11.6K	0.02%	667
2013 Q3	$126K	Sell	8,986 -1,208	-12%	-$16.7K	0.02%	628
2013 Q2	$138K	Buy	+10,194	New	+$142K	0.02%	563

Other funds holding BOE

1CP

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

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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 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

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

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

WFG Advisors's BOE Position: Q2 2017 in Review

WFG Advisors increased its BlackRock Enhanced Global Dividend Trust (BOE) stake by 1.7% in Q2 2017, buying an estimated $104 and bringing the position to 467 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

WFG Advisors first reported a position in BOE in Q2 2013 and has held it in 9 quarters since. The position peaked at $138K in Q2 2013. 82 funds tracked by Wall St. Rank hold BOE as of Q2 2017.

WFG Advisors held 467 shares of BlackRock Enhanced Global Dividend Trust worth $6K as of Q2 2017.
WFG Advisors bought 8 BlackRock Enhanced Global Dividend Trust shares in Q2 2017, an estimated $104.
BlackRock Enhanced Global Dividend Trust made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1239 holding.
WFG Advisors first reported a position in BlackRock Enhanced Global Dividend Trust in Q2 2013 and has held it in 9 quarters since.
WFG Advisors's BlackRock Enhanced Global Dividend Trust position peaked at $138K in Q2 2013.
82 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.