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Bay Harbor Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Bay Harbor Wealth Management’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
2021
Q1 		– Sell
-181
Closed -$2K – 232
2020
Q4 		$2K Buy
+181
New +$1.42K ﹤0.01% 334

Other funds holding BDJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bay Harbor Wealth Management's BDJ Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2021, closing a stake of 181 shares — an estimated $2K sold.

Bay Harbor Wealth Management first reported a position in BDJ in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 174 funds tracked by Wall St. Rank hold BDJ as of Q1 2021.

  • Bay Harbor Wealth Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2021 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 181 BlackRock Enhanced Equity Dividend Trust shares in Q1 2021, an estimated $2K.
  • Bay Harbor Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2020 and held it in 1 quarter.
  • Bay Harbor Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $2K in Q4 2020.
  • 174 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.