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

Apriem 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
2017
Q2 		– Sell
-194
Closed -$2K – 176
2017
Q1 		$2K Hold
194
– – ﹤0.01% 581
2016
Q4 		$2K Buy
+194
New +$1.53K ﹤0.01% 612

Other funds holding BDJ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Apriem Advisors's BDJ Position: Q2 2017 in Review

Apriem Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2017, closing a stake of 194 shares — an estimated $2K sold.

Apriem Advisors first reported a position in BDJ in Q4 2016 and held it in 2 quarters. The position peaked at $2K in Q1 2017. 129 funds tracked by Wall St. Rank hold BDJ as of Q2 2017.

  • Apriem Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 194 BlackRock Enhanced Equity Dividend Trust shares in Q2 2017, an estimated $2K.
  • Apriem Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2016 and held it in 2 quarters.
  • Apriem Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $2K in Q1 2017.
  • 129 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.