Certified Advisory Corp’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Certified Advisory Corp’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	-3,145	Closed	-$30K	–	251
2021 Q1	$30K	Buy	+3,145	New	+$27.8K	0.01%	421
2020 Q2	$22K	Buy	2,953 +63	+2%	+$449	0.01%	419
2020 Q1	$19K	Buy	2,890 +95	+3%	+$811	0.01%	418
2019 Q4	$28K	Buy	2,795 +44	+2%	+$414	0.01%	405
2019 Q3	$25K	Buy	2,751 +45	+2%	+$405	0.01%	435
2019 Q2	$24K	Buy	2,706 +43	+2%	+$371	0.01%	442
2019 Q1	$23K	Buy	2,663 +1,354	+103%	+$11.4K	0.01%	420
2018 Q4	$10K	Buy	1,309 +20	+2%	+$170	0.01%	532
2018 Q3	$12K	Buy	1,289 +19	+1%	+$178	0.01%	539
2018 Q2	$12K	Buy	1,270 +21	+2%	+$190	0.01%	514
2018 Q1	$10K	Buy	1,249 +18	+1%	+$165	0.01%	504
2017 Q4	$11K	Buy	+1,231	New	+$11.2K	0.01%	455

Other funds holding BDJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PPA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Certified Advisory Corp's BDJ Position: Q2 2021 in Review

Certified Advisory Corp sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2021, closing a stake of 3,145 shares — an estimated $30K sold.

Certified Advisory Corp first reported a position in BDJ in Q4 2017 and held it in 12 quarters. The position peaked at $30K in Q1 2021. 169 funds tracked by Wall St. Rank hold BDJ as of Q2 2021.

Certified Advisory Corp reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 3,145 BlackRock Enhanced Equity Dividend Trust shares in Q2 2021, an estimated $30K.
Certified Advisory Corp first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's BlackRock Enhanced Equity Dividend Trust position peaked at $30K in Q1 2021.
169 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.