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IRON Financial’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

IRON Financial’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
2014
Q2 		– Sell
-21,176
Closed -$168K – 81
2014
Q1 		$168K Sell
21,176
-5,000
-19% -$39.2K 0.13% 64
2013
Q4 		$208K Buy
+26,176
New +$203K 0.21% 34

Other funds holding BDJ

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

IRON Financial's BDJ Position: Q2 2014 in Review

IRON Financial sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2014, closing a stake of 21,176 shares — an estimated $168K sold.

IRON Financial first reported a position in BDJ in Q4 2013 and held it in 2 quarters. The position peaked at $208K in Q4 2013. 110 funds tracked by Wall St. Rank hold BDJ as of Q2 2014.

  • IRON Financial reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2014 after selling out during the quarter.
  • IRON Financial sold 21,176 BlackRock Enhanced Equity Dividend Trust shares in Q2 2014, an estimated $168K.
  • IRON Financial first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2013 and held it in 2 quarters.
  • IRON Financial's BlackRock Enhanced Equity Dividend Trust position peaked at $208K in Q4 2013.
  • 110 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2014.

Based on IRON Financial's 13F filing for Q2 2014, filed 30 Jul 2014.