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

Elm 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
2018
Q4 		– Sell
-6,724
Closed -$64K – 103
2018
Q3 		$64K Buy
+6,724
New +$62.9K 0.04% 144

Other funds holding BDJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

Elm Advisors's BDJ Position: Q4 2018 in Review

Elm Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2018, closing a stake of 6,724 shares — an estimated $64K sold.

Elm Advisors first reported a position in BDJ in Q3 2018 and held it in 1 quarter. The position peaked at $64K in Q3 2018. 177 funds tracked by Wall St. Rank hold BDJ as of Q4 2018.

  • Elm Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2018 after selling out during the quarter.
  • Elm Advisors sold 6,724 BlackRock Enhanced Equity Dividend Trust shares in Q4 2018, an estimated $64K.
  • Elm Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2018 and held it in 1 quarter.
  • Elm Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $64K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.