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

JNBA Financial 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
2018
Q4 		– Sell
-13,691
Closed -$130K – 541
2018
Q3 		$130K Buy
+13,691
New +$128K 0.06% 162

Other funds holding BDJ

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Morgan Stanley
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

JNBA Financial Advisors's BDJ Position: Q4 2018 in Review

JNBA Financial Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2018, closing a stake of 13,691 shares — an estimated $130K sold.

JNBA Financial Advisors first reported a position in BDJ in Q3 2018 and held it in 1 quarter. The position peaked at $130K in Q3 2018. 177 funds tracked by Wall St. Rank hold BDJ as of Q4 2018.

  • JNBA Financial Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 13,691 BlackRock Enhanced Equity Dividend Trust shares in Q4 2018, an estimated $130K.
  • JNBA Financial Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $130K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.