FSA Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

FSA Wealth Management’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
2020 Q3	–	Sell	-337	Closed	-$2K	–	89
2020 Q2	$2K	Hold	337	–	–	﹤0.01%	357
2020 Q1	$2K	Hold	337	–	–	﹤0.01%	348
2019 Q4	$3K	Buy	+337	New	+$3.17K	﹤0.01%	419

Other funds holding BDJ

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FSA Wealth Management's BDJ Position: Q3 2020 in Review

FSA Wealth Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2020, closing a stake of 337 shares — an estimated $2K sold.

FSA Wealth Management first reported a position in BDJ in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 171 funds tracked by Wall St. Rank hold BDJ as of Q3 2020.

FSA Wealth Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2020 after selling out during the quarter.
FSA Wealth Management sold 337 BlackRock Enhanced Equity Dividend Trust shares in Q3 2020, an estimated $2K.
FSA Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2019 and held it in 3 quarters.
FSA Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $3K in Q4 2019.
171 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2020.

Based on FSA Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.