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

Gupta 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
2016 Q1	$6K	Hold	759	–	–	﹤0.01%	931
2015 Q4	$6K	Hold	759	–	–	﹤0.01%	984
2015 Q3	$5K	Hold	759	–	–	﹤0.01%	1036
2015 Q2	$6K	Buy	+759	New	+$6.21K	﹤0.01%	986

Other funds holding BDJ

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RVPG

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

Gupta Wealth Management's BDJ Position: Q1 2016 in Review

Gupta Wealth Management held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q1 2016 at 759 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Gupta Wealth Management first reported a position in BDJ in Q2 2015 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold BDJ as of Q1 2016.

Gupta Wealth Management held 759 shares of BlackRock Enhanced Equity Dividend Trust worth $6K as of Q1 2016.
Gupta Wealth Management left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q1 2016.
BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #931 holding.
Gupta Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2015 and has held it in 4 quarters since.
127 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.