WI
BOE icon

Wintrust Investments’s BlackRock Enhanced Global Dividend Trust BOE Stock Holding History

Wintrust Investments’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
Q4 		– Sell
-10,364
Closed -$141K – 278
2017
Q3 		$141K Buy
+10,364
New +$138K 0.04% 274

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
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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wintrust Investments's BOE Position: Q4 2017 in Review

Wintrust Investments sold out of BlackRock Enhanced Global Dividend Trust (BOE) in Q4 2017, closing a stake of 10,364 shares — an estimated $141K sold.

Wintrust Investments first reported a position in BOE in Q3 2017 and held it in 1 quarter. The position peaked at $141K in Q3 2017. 91 funds tracked by Wall St. Rank hold BOE as of Q4 2017.

  • Wintrust Investments reported no remaining BlackRock Enhanced Global Dividend Trust position as of Q4 2017 after selling out during the quarter.
  • Wintrust Investments sold 10,364 BlackRock Enhanced Global Dividend Trust shares in Q4 2017, an estimated $141K.
  • Wintrust Investments first reported a position in BlackRock Enhanced Global Dividend Trust in Q3 2017 and held it in 1 quarter.
  • Wintrust Investments's BlackRock Enhanced Global Dividend Trust position peaked at $141K in Q3 2017.
  • 91 funds tracked by Wall St. Rank held BlackRock Enhanced Global Dividend Trust as of Q4 2017.

Based on Wintrust Investments's 13F filing for Q4 2017, filed 13 Feb 2018.