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Capstone Financial Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Capstone Financial 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
2021
Q2 		– Sell
-10,000
Closed -$95K – 140
2021
Q1 		$95K Hold
10,000
– – 0.01% 124
2020
Q4 		$85K Buy
+10,000
New +$78.4K 0.01% 115

Other funds holding BDJ

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Wells Fargo
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Invesco
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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Capstone Financial Advisors's BDJ Position: Q2 2021 in Review

Capstone Financial Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2021, closing a stake of 10,000 shares — an estimated $95K sold.

Capstone Financial Advisors first reported a position in BDJ in Q4 2020 and held it in 2 quarters. The position peaked at $95K in Q1 2021. 169 funds tracked by Wall St. Rank hold BDJ as of Q2 2021.

  • Capstone Financial Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2021 after selling out during the quarter.
  • Capstone Financial Advisors sold 10,000 BlackRock Enhanced Equity Dividend Trust shares in Q2 2021, an estimated $95K.
  • Capstone Financial Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2020 and held it in 2 quarters.
  • Capstone Financial Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $95K in Q1 2021.
  • 169 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2021.

Based on Capstone Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.