Blue Bell Private Wealth Management’s BLACKROCK DIVIDEND INCOME TR COM SHS BQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-3,829
Closed -$50K 449
2014
Q3
$50K Buy
3,829
+813
+27% +$10.8K 0.03% 231
2014
Q2
$41K Buy
3,016
+1,075
+55% +$14.2K 0.02% 242
2014
Q1
$25K Hold
1,941
0.02% 276
2013
Q4
$25K Buy
+1,941
New +$24.6K 0.02% 285

Blue Bell Private Wealth Management's BQY Position: Q4 2014 in Review

Blue Bell Private Wealth Management sold out of BLACKROCK DIVIDEND INCOME TR COM SHS (BQY) in Q4 2014, closing a stake of 3,829 shares — an estimated $50K sold.

Blue Bell Private Wealth Management first reported a position in BQY in Q4 2013 and held it in 4 quarters. The position peaked at $50K in Q3 2014. 0 funds tracked by Wall St. Rank hold BQY as of Q4 2014.

  • Blue Bell Private Wealth Management reported no remaining BLACKROCK DIVIDEND INCOME TR COM SHS position as of Q4 2014 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 3,829 BLACKROCK DIVIDEND INCOME TR COM SHS shares in Q4 2014, an estimated $50K.
  • Blue Bell Private Wealth Management first reported a position in BLACKROCK DIVIDEND INCOME TR COM SHS in Q4 2013 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's BLACKROCK DIVIDEND INCOME TR COM SHS position peaked at $50K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held BLACKROCK DIVIDEND INCOME TR COM SHS as of Q4 2014.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2014, filed 22 Jan 2015.