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

Merriman 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
2018 Q4	–	Sell	-10,367	Closed	-$98K	–	172
2018 Q3	$98K	Hold	10,367	–	–	0.02%	171
2018 Q2	$95K	Buy	+10,367	New	+$93.6K	0.02%	162
2017 Q4	–	Sell	-14,267	Closed	-$129K	–	165
2017 Q3	$129K	Buy	+14,267	New	+$127K	0.03%	153

Other funds holding BDJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

Merriman Wealth Management's BDJ Position: Q4 2018 in Review

Merriman Wealth Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2018, closing a stake of 10,367 shares — an estimated $98K sold.

Merriman Wealth Management first reported a position in BDJ in Q3 2017 and held it in 3 quarters. The position peaked at $129K in Q3 2017. 177 funds tracked by Wall St. Rank hold BDJ as of Q4 2018.

Merriman Wealth Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2018 after selling out during the quarter.
Merriman Wealth Management sold 10,367 BlackRock Enhanced Equity Dividend Trust shares in Q4 2018, an estimated $98K.
Merriman Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2017 and held it in 3 quarters.
Merriman Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $129K in Q3 2017.
177 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2018.

Based on Merriman Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.