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

Berman 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
2020
Q4 		– Sell
-2,013
Closed -$14K – 1668
2020
Q3 		$14K Buy
+2,013
New +$15K ﹤0.01% 680

Other funds holding BDJ

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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
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

Berman Capital Advisors's BDJ Position: Q4 2020 in Review

Berman Capital Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2020, closing a stake of 2,013 shares — an estimated $14K sold.

Berman Capital Advisors first reported a position in BDJ in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 172 funds tracked by Wall St. Rank hold BDJ as of Q4 2020.

  • Berman Capital Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 2,013 BlackRock Enhanced Equity Dividend Trust shares in Q4 2020, an estimated $14K.
  • Berman Capital Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2020 and held it in 1 quarter.
  • Berman Capital Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $14K in Q3 2020.
  • 172 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.