Intercontinental Wealth Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Intercontinental Wealth Advisors’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
2019 Q4	–	Sell	-2,045	Closed	-$19K	–	355
2019 Q3	$19K	Hold	2,045	–	–	0.01%	284
2019 Q2	$18K	Hold	2,045	–	–	0.01%	280
2019 Q1	$17K	Hold	2,045	–	–	0.01%	318
2018 Q4	$16K	Buy	+2,045	New	+$17.4K	0.01%	328

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

RJA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Intercontinental Wealth Advisors's BDJ Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2019, closing a stake of 2,045 shares — an estimated $19K sold.

Intercontinental Wealth Advisors first reported a position in BDJ in Q4 2018 and held it in 4 quarters. The position peaked at $19K in Q3 2019. 185 funds tracked by Wall St. Rank hold BDJ as of Q4 2019.

Intercontinental Wealth Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2019 after selling out during the quarter.
Intercontinental Wealth Advisors sold 2,045 BlackRock Enhanced Equity Dividend Trust shares in Q4 2019, an estimated $19K.
Intercontinental Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2018 and held it in 4 quarters.
Intercontinental Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $19K in Q3 2019.
185 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.