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

Lido 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
2020
Q2 		– Sell
-16,304
Closed -$106K – 607
2020
Q1 		$106K Buy
16,304
+4,879
+43% +$41.6K ﹤0.01% 555
2019
Q4 		$113K Buy
+11,425
New +$107K ﹤0.01% 636

Other funds holding BDJ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors's BDJ Position: Q2 2020 in Review

Lido Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2020, closing a stake of 16,304 shares — an estimated $106K sold.

Lido Advisors first reported a position in BDJ in Q4 2019 and held it in 2 quarters. The position peaked at $113K in Q4 2019. 167 funds tracked by Wall St. Rank hold BDJ as of Q2 2020.

  • Lido Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2020 after selling out during the quarter.
  • Lido Advisors sold 16,304 BlackRock Enhanced Equity Dividend Trust shares in Q2 2020, an estimated $106K.
  • Lido Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2019 and held it in 2 quarters.
  • Lido Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $113K in Q4 2019.
  • 167 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2020.

Based on Lido Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.