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Fortem Financial Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Fortem Financial Group’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
Q1 		– Sell
-2,650
Closed -$22K – 190
2020
Q4 		$22K Buy
+2,650
New +$20.8K 0.01% 305

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RJFSA
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Invesco
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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fortem Financial Group's BDJ Position: Q1 2021 in Review

Fortem Financial Group sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2021, closing a stake of 2,650 shares — an estimated $22K sold.

Fortem Financial Group first reported a position in BDJ in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 174 funds tracked by Wall St. Rank hold BDJ as of Q1 2021.

  • Fortem Financial Group reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 2,650 BlackRock Enhanced Equity Dividend Trust shares in Q1 2021, an estimated $22K.
  • Fortem Financial Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's BlackRock Enhanced Equity Dividend Trust position peaked at $22K in Q4 2020.
  • 174 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.