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AFT Forsyth & Company’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$25K Hold
3,333
– – 0.03% 223
2013
Q2 		$25K Buy
+3,333
New +$25.8K 0.04% 209

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

AFT Forsyth & Company's BDJ Position: Q3 2013 in Review

AFT Forsyth & Company held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q3 2013 at 3,333 shares worth $25K. The position accounts for 0.03% of the portfolio, ranked #223.

AFT Forsyth & Company first reported a position in BDJ in Q2 2013 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold BDJ as of Q3 2013.

  • AFT Forsyth & Company held 3,333 shares of BlackRock Enhanced Equity Dividend Trust worth $25K as of Q3 2013.
  • AFT Forsyth & Company left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q3 2013.
  • BlackRock Enhanced Equity Dividend Trust made up 0.03% of AFT Forsyth & Company's portfolio in Q3 2013, its #223 holding.
  • AFT Forsyth & Company first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2013 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.