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Glassman Wealth Services’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Glassman Wealth Services’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
2017
Q4 		– Sell
-127
Closed -$1K – 672
2017
Q3 		$1K Buy
+127
New +$1.13K ﹤0.01% 439

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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Glassman Wealth Services's BDJ Position: Q4 2017 in Review

Glassman Wealth Services sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2017, closing a stake of 127 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in BDJ in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 159 funds tracked by Wall St. Rank hold BDJ as of Q4 2017.

  • Glassman Wealth Services reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 127 BlackRock Enhanced Equity Dividend Trust shares in Q4 2017, an estimated $1K.
  • Glassman Wealth Services first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2017 and held it in 1 quarter.
  • Glassman Wealth Services's BlackRock Enhanced Equity Dividend Trust position peaked at $1K in Q3 2017.
  • 159 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2017.

Based on Glassman Wealth Services's 13F filing for Q4 2017, filed 6 Feb 2018.