Capital Analysts LLC’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Capital Analysts LLC’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 Q3	–	Sell	-958	Closed	-$9K	–	569
2018 Q2	$9K	Hold	958	–	–	﹤0.01%	474
2018 Q1	$8K	Buy	+958	New	+$8.79K	﹤0.01%	461
2013 Q4	–	Sell	-2,387	Closed	-$17.9K	–	326
2013 Q3	$17.9K	Buy	+2,387	New	+$18.3K	0.01%	261

Other funds holding BDJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Capital Analysts LLC's BDJ Position: Q3 2018 in Review

Capital Analysts LLC sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2018, closing a stake of 958 shares — an estimated $9K sold.

Capital Analysts LLC first reported a position in BDJ in Q3 2013 and held it in 3 quarters. The position peaked at $17.9K in Q3 2013. 159 funds tracked by Wall St. Rank hold BDJ as of Q3 2018.

Capital Analysts LLC reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2018 after selling out during the quarter.
Capital Analysts LLC sold 958 BlackRock Enhanced Equity Dividend Trust shares in Q3 2018, an estimated $9K.
Capital Analysts LLC first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2013 and held it in 3 quarters.
Capital Analysts LLC's BlackRock Enhanced Equity Dividend Trust position peaked at $17.9K in Q3 2013.
159 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2018.

Based on Capital Analysts LLC's 13F filing for Q3 2018, filed 7 Nov 2018.