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

Capital Directions Investment 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 Q3	–	Sell	-9,500	Closed	-$70K	–	198
2020 Q2	$70K	Hold	9,500	–	–	0.03%	89
2020 Q1	$62K	Hold	9,500	–	–	0.03%	95
2019 Q4	$94K	Buy	+9,500	New	+$89.4K	0.03%	92

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

RJFSA

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Capital Directions Investment Advisors's BDJ Position: Q3 2020 in Review

Capital Directions Investment Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2020, closing a stake of 9,500 shares — an estimated $70K sold.

Capital Directions Investment Advisors first reported a position in BDJ in Q4 2019 and held it in 3 quarters. The position peaked at $94K in Q4 2019. 171 funds tracked by Wall St. Rank hold BDJ as of Q3 2020.

Capital Directions Investment Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2020 after selling out during the quarter.
Capital Directions Investment Advisors sold 9,500 BlackRock Enhanced Equity Dividend Trust shares in Q3 2020, an estimated $70K.
Capital Directions Investment Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2019 and held it in 3 quarters.
Capital Directions Investment Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $94K in Q4 2019.
171 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.