Girard Partners’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Girard Partners’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	-2,016	Closed	-$19K	–	293
2018 Q3	$19K	Buy	+2,016	New	+$18.9K	﹤0.01%	607

Other funds holding BDJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Girard Partners's BDJ Position: Q4 2018 in Review

Girard Partners sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2018, closing a stake of 2,016 shares — an estimated $19K sold.

Girard Partners first reported a position in BDJ in Q3 2018 and held it in 1 quarter. The position peaked at $19K in Q3 2018. 177 funds tracked by Wall St. Rank hold BDJ as of Q4 2018.

Girard Partners reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 2,016 BlackRock Enhanced Equity Dividend Trust shares in Q4 2018, an estimated $19K.
Girard Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2018 and held it in 1 quarter.
Girard Partners's BlackRock Enhanced Equity Dividend Trust position peaked at $19K in Q3 2018.
177 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.