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

Liberty Wealth Management’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
2020 Q2	–	Sell	-3,181	Closed	-$21K	–	859
2020 Q1	$21K	Buy	3,181 +456	+17%	+$3.89K	0.02%	349
2019 Q4	$27K	Hold	2,725	–	–	0.02%	358
2019 Q3	$25K	Hold	2,725	–	–	0.02%	363
2019 Q2	$24K	Buy	+2,725	New	+$23.5K	0.02%	376

Other funds holding BDJ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Liberty Wealth Management's BDJ Position: Q2 2020 in Review

Liberty Wealth Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2020, closing a stake of 3,181 shares — an estimated $21K sold.

Liberty Wealth Management first reported a position in BDJ in Q2 2019 and held it in 4 quarters. The position peaked at $27K in Q4 2019. 167 funds tracked by Wall St. Rank hold BDJ as of Q2 2020.

Liberty Wealth Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2020 after selling out during the quarter.
Liberty Wealth Management sold 3,181 BlackRock Enhanced Equity Dividend Trust shares in Q2 2020, an estimated $21K.
Liberty Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2019 and held it in 4 quarters.
Liberty Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $27K in Q4 2019.
167 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.