BFC
BDJ icon

Bedel Financial Consulting’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Bedel Financial Consulting’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
2018
Q4 		– Sell
-4,441
Closed -$39K – 682
2018
Q3 		$39K Buy
+4,441
New +$41.5K 0.03% 300

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

Bedel Financial Consulting's BDJ Position: Q4 2018 in Review

Bedel Financial Consulting sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2018, closing a stake of 4,441 shares — an estimated $39K sold.

Bedel Financial Consulting first reported a position in BDJ in Q3 2018 and held it in 1 quarter. The position peaked at $39K in Q3 2018. 177 funds tracked by Wall St. Rank hold BDJ as of Q4 2018.

  • Bedel Financial Consulting reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 4,441 BlackRock Enhanced Equity Dividend Trust shares in Q4 2018, an estimated $39K.
  • Bedel Financial Consulting first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2018 and held it in 1 quarter.
  • Bedel Financial Consulting's BlackRock Enhanced Equity Dividend Trust position peaked at $39K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2018.

Based on Bedel Financial Consulting's 13F filing for Q4 2018, filed 28 Jan 2019.