King Wealth Management Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

King Wealth Management Group’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 Q4	–	Sell	-10,833	Closed	-$86K	–	121
2016 Q3	$86K	Hold	10,833	–	–	0.04%	120
2016 Q2	$85K	Buy	+10,833	New	+$82.8K	0.05%	107
2015 Q3	–	Sell	-10,833	Closed	-$86K	–	107
2015 Q2	$86K	Buy	+10,833	New	+$88.7K	0.05%	119

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

King Wealth Management Group's BDJ Position: Q4 2016 in Review

King Wealth Management Group sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2016, closing a stake of 10,833 shares — an estimated $86K sold.

King Wealth Management Group first reported a position in BDJ in Q2 2015 and held it in 3 quarters. The position peaked at $86K in Q3 2016. 125 funds tracked by Wall St. Rank hold BDJ as of Q4 2016.

King Wealth Management Group reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2016 after selling out during the quarter.
King Wealth Management Group sold 10,833 BlackRock Enhanced Equity Dividend Trust shares in Q4 2016, an estimated $86K.
King Wealth Management Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2015 and held it in 3 quarters.
King Wealth Management Group's BlackRock Enhanced Equity Dividend Trust position peaked at $86K in Q3 2016.
125 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2016.

Based on King Wealth Management Group's 13F filing for Q4 2016, filed 13 Feb 2017.