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Freestone Capital Holdings’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Freestone Capital Holdings’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
-1,700
Closed -$14.4K – 461
2020
Q4 		$14.4K Hold
1,700
– – ﹤0.01% 786
2020
Q3 		$12.4K Buy
+1,700
New +$12.7K ﹤0.01% 710

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RJA
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Royal Bank of Canada
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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

Freestone Capital Holdings's BDJ Position: Q1 2021 in Review

Freestone Capital Holdings sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2021, closing a stake of 1,700 shares — an estimated $14.4K sold.

Freestone Capital Holdings first reported a position in BDJ in Q3 2020 and held it in 2 quarters. The position peaked at $14.4K in Q4 2020. 174 funds tracked by Wall St. Rank hold BDJ as of Q1 2021.

  • Freestone Capital Holdings reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,700 BlackRock Enhanced Equity Dividend Trust shares in Q1 2021, an estimated $14.4K.
  • Freestone Capital Holdings first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's BlackRock Enhanced Equity Dividend Trust position peaked at $14.4K in Q4 2020.
  • 174 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.