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

Meridian Wealth 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
2019
Q1 		– Sell
-5,500
Closed -$43K – 157
2018
Q4 		$43K Buy
+5,500
New +$46.8K 0.03% 267

Other funds holding BDJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Meridian Wealth Advisors's BDJ Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2019, closing a stake of 5,500 shares — an estimated $43K sold.

Meridian Wealth Advisors first reported a position in BDJ in Q4 2018 and held it in 1 quarter. The position peaked at $43K in Q4 2018. 171 funds tracked by Wall St. Rank hold BDJ as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 5,500 BlackRock Enhanced Equity Dividend Trust shares in Q1 2019, an estimated $43K.
  • Meridian Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $43K in Q4 2018.
  • 171 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.