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

IAG Wealth 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
2020 Q4	–	Sell	-3,501	Closed	-$26K	–	354
2020 Q3	$26K	Hold	3,501	–	–	0.01%	143
2020 Q2	$26K	Hold	3,501	–	–	0.01%	140
2020 Q1	$23K	Hold	3,501	–	–	0.02%	136
2019 Q4	$35K	Buy	+3,501	New	+$32.9K	0.02%	132

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

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

IAG Wealth Partners's BDJ Position: Q4 2020 in Review

IAG Wealth Partners sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2020, closing a stake of 3,501 shares — an estimated $26K sold.

IAG Wealth Partners first reported a position in BDJ in Q4 2019 and held it in 4 quarters. The position peaked at $35K in Q4 2019. 172 funds tracked by Wall St. Rank hold BDJ as of Q4 2020.

IAG Wealth Partners reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2020 after selling out during the quarter.
IAG Wealth Partners sold 3,501 BlackRock Enhanced Equity Dividend Trust shares in Q4 2020, an estimated $26K.
IAG Wealth Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2019 and held it in 4 quarters.
IAG Wealth Partners's BlackRock Enhanced Equity Dividend Trust position peaked at $35K in Q4 2019.
172 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2020.

Based on IAG Wealth Partners's 13F filing for Q4 2020, filed 11 Feb 2021.