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Kelman-Lazarov Inc’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Kelman-Lazarov Inc’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
Q2 		– Sell
-33,464
Closed -$254K – 377
2016
Q1 		$254K Buy
+33,464
New +$240K 0.15% 108

Other funds holding BDJ

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RVPG
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Kelman-Lazarov Inc's BDJ Position: Q2 2016 in Review

Kelman-Lazarov Inc sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2016, closing a stake of 33,464 shares — an estimated $254K sold.

Kelman-Lazarov Inc first reported a position in BDJ in Q1 2016 and held it in 1 quarter. The position peaked at $254K in Q1 2016. 120 funds tracked by Wall St. Rank hold BDJ as of Q2 2016.

  • Kelman-Lazarov Inc reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 33,464 BlackRock Enhanced Equity Dividend Trust shares in Q2 2016, an estimated $254K.
  • Kelman-Lazarov Inc first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2016 and held it in 1 quarter.
  • Kelman-Lazarov Inc's BlackRock Enhanced Equity Dividend Trust position peaked at $254K in Q1 2016.
  • 120 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2016, filed 14 Jul 2016.