Creative Planning
BQY

Creative Planning’s BLACKROCK DIVIDEND INCOME TR COM SHS BQY Stock Holding History

Creative Planning’s Portfolio BQY Stock Details BQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-4,000
Closed -$50K – 3630
2013
Q3 		$50K Buy
+4,000
New +$50.3K ﹤0.01% 1510

Other funds holding BQY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's BQY Position: Q4 2013 in Review

Creative Planning sold out of BLACKROCK DIVIDEND INCOME TR COM SHS (BQY) in Q4 2013, closing a stake of 4,000 shares — an estimated $50K sold.

Creative Planning first reported a position in BQY in Q3 2013 and held it in 1 quarter. The position peaked at $50K in Q3 2013. 19 funds tracked by Wall St. Rank hold BQY as of Q4 2013.

  • Creative Planning reported no remaining BLACKROCK DIVIDEND INCOME TR COM SHS position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 4,000 BLACKROCK DIVIDEND INCOME TR COM SHS shares in Q4 2013, an estimated $50K.
  • Creative Planning first reported a position in BLACKROCK DIVIDEND INCOME TR COM SHS in Q3 2013 and held it in 1 quarter.
  • Creative Planning's BLACKROCK DIVIDEND INCOME TR COM SHS position peaked at $50K in Q3 2013.
  • 19 funds tracked by Wall St. Rank held BLACKROCK DIVIDEND INCOME TR COM SHS as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.