Gradient Investments’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Gradient Investments’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 Q2	–	Sell	-314	Closed	-$3K	–	794
2017 Q1	$3K	Sell	314 -662	-68%	-$5.52K	﹤0.01%	651
2016 Q4	$8K	Sell	976 -243	-20%	-$1.92K	﹤0.01%	480
2016 Q3	$10K	Hold	1,219	–	–	﹤0.01%	448
2016 Q2	$10K	Hold	1,219	–	–	﹤0.01%	424
2016 Q1	$9K	Buy	1,219 +314	+35%	+$2.25K	﹤0.01%	449
2015 Q4	$7K	Hold	905	–	–	﹤0.01%	438
2015 Q3	$7K	Hold	905	–	–	﹤0.01%	416
2015 Q2	$7K	Hold	905	–	–	﹤0.01%	422
2015 Q1	$7K	Hold	905	–	–	﹤0.01%	447
2014 Q4	$7K	Sell	905 -905	-50%	-$7.44K	﹤0.01%	387
2014 Q3	$15K	Hold	1,810	–	–	﹤0.01%	297
2014 Q2	$15K	Sell	1,810 -905	-33%	-$7.37K	﹤0.01%	312
2014 Q1	$22K	Buy	+2,715	New	+$21.3K	0.01%	277

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Gradient Investments's BDJ Position: Q2 2017 in Review

Gradient Investments sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2017, closing a stake of 314 shares — an estimated $3K sold.

Gradient Investments first reported a position in BDJ in Q1 2014 and held it in 13 quarters. The position peaked at $22K in Q1 2014. 129 funds tracked by Wall St. Rank hold BDJ as of Q2 2017.

Gradient Investments reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2017 after selling out during the quarter.
Gradient Investments sold 314 BlackRock Enhanced Equity Dividend Trust shares in Q2 2017, an estimated $3K.
Gradient Investments first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2014 and held it in 13 quarters.
Gradient Investments's BlackRock Enhanced Equity Dividend Trust position peaked at $22K in Q1 2014.
129 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2017.

Based on Gradient Investments's 13F filing for Q2 2017, filed 19 Jul 2017.