1834 Investment Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

1834 Investment Advisors’s Portfolio BDJ Stock Details BDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-899	Closed	-$7K	–	462
2020 Q3	$7K	Hold	899	–	–	﹤0.01%	361
2020 Q2	$7K	Hold	899	–	–	﹤0.01%	353
2020 Q1	$6K	Hold	899	–	–	﹤0.01%	353
2019 Q4	$9K	Buy	+899	New	+$8.46K	﹤0.01%	386

Other funds holding BDJ

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PPA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

1834 Investment Advisors's BDJ Position: Q4 2020 in Review

1834 Investment Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2020, closing a stake of 899 shares — an estimated $7K sold.

1834 Investment Advisors first reported a position in BDJ in Q4 2019 and held it in 4 quarters. The position peaked at $9K in Q4 2019. 172 funds tracked by Wall St. Rank hold BDJ as of Q4 2020.

1834 Investment Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2020 after selling out during the quarter.
1834 Investment Advisors sold 899 BlackRock Enhanced Equity Dividend Trust shares in Q4 2020, an estimated $7K.
1834 Investment Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2019 and held it in 4 quarters.
1834 Investment Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $9K in Q4 2019.
172 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2020.

Based on 1834 Investment Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.