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

Aptus Capital 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
2019
Q3 		– Sell
-17,927
Closed -$159K – 474
2019
Q2 		$159K Hold
17,927
– – 0.02% 322
2019
Q1 		$153K Buy
+17,927
New +$151K 0.03% 307

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Aptus Capital Advisors's BDJ Position: Q3 2019 in Review

Aptus Capital Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2019, closing a stake of 17,927 shares — an estimated $159K sold.

Aptus Capital Advisors first reported a position in BDJ in Q1 2019 and held it in 2 quarters. The position peaked at $159K in Q2 2019. 175 funds tracked by Wall St. Rank hold BDJ as of Q3 2019.

  • Aptus Capital Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2019 after selling out during the quarter.
  • Aptus Capital Advisors sold 17,927 BlackRock Enhanced Equity Dividend Trust shares in Q3 2019, an estimated $159K.
  • Aptus Capital Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2019 and held it in 2 quarters.
  • Aptus Capital Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $159K in Q2 2019.
  • 175 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2019.

Based on Aptus Capital Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.