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MHS
M Holdings Securities’s
BlackRock Enhanced Equity Dividend Trust
BDJ
Stock Holding History
M Holdings Securities’s Portfolio
BDJ Stock Details
BDJ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q3
–
Sell
-18,483
Closed
-$146K
–
257
2016
Q2
$146K
Sell
18,483
-10,489
-36%
-$80.1K
0.07%
233
2016
Q1
$218K
Sell
28,972
-5,649
-16%
-$40.5K
0.13%
186
2015
Q4
$263K
Buy
34,621
+3,441
+11%
+$26K
0.18%
159
2015
Q3
$224K
Buy
31,180
+19,163
+159%
+$147K
0.16%
158
2015
Q2
$96K
Buy
+12,017
New
+$98.3K
0.06%
188
Other funds holding BDJ
Wells Fargo
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$530B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
RVPG
Relative Value Partners Group
$772M AUM
15.6%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
AAM
Advisors Asset Management
Monument, Colorado
$6.01B AUM
24.74%
1-Year Est. Return
1832 Asset Management
Toronto, Ontario, Canada
$109B AUM
35.56%
1-Year Est. Return
RCYC
Richard C. Young & Co
Newport, Rhode Island
$1.21B AUM
38.41%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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