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Avantax Advisory Services’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Avantax Advisory Services’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
-28,541
Closed -$209K – 967
2020
Q3 		$209K Buy
+28,541
New +$213K ﹤0.01% 1206

Other funds holding BDJ

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Morgan Stanley
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's BDJ Position: Q4 2020 in Review

Avantax Advisory Services sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2020, closing a stake of 28,541 shares — an estimated $209K sold.

Avantax Advisory Services first reported a position in BDJ in Q3 2020 and held it in 1 quarter. The position peaked at $209K in Q3 2020. 172 funds tracked by Wall St. Rank hold BDJ as of Q4 2020.

  • Avantax Advisory Services reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 28,541 BlackRock Enhanced Equity Dividend Trust shares in Q4 2020, an estimated $209K.
  • Avantax Advisory Services first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's BlackRock Enhanced Equity Dividend Trust position peaked at $209K in Q3 2020.
  • 172 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.