Newbridge Financial Services Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Newbridge Financial Services Group’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
2021 Q1	–	Sell	-2,641	Closed	-$22K	–	1384
2020 Q4	$22K	Sell	2,641 -1,074	-29%	-$8.42K	0.02%	510
2020 Q3	$27K	Buy	+3,715	New	+$27.7K	0.03%	427

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

PPA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Newbridge Financial Services Group's BDJ Position: Q1 2021 in Review

Newbridge Financial Services Group sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2021, closing a stake of 2,641 shares — an estimated $22K sold.

Newbridge Financial Services Group first reported a position in BDJ in Q3 2020 and held it in 2 quarters. The position peaked at $27K in Q3 2020. 174 funds tracked by Wall St. Rank hold BDJ as of Q1 2021.

Newbridge Financial Services Group reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2021 after selling out during the quarter.
Newbridge Financial Services Group sold 2,641 BlackRock Enhanced Equity Dividend Trust shares in Q1 2021, an estimated $22K.
Newbridge Financial Services Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2020 and held it in 2 quarters.
Newbridge Financial Services Group's BlackRock Enhanced Equity Dividend Trust position peaked at $27K in Q3 2020.
174 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2021.

Based on Newbridge Financial Services Group's 13F filing for Q1 2021, filed 7 Sep 2021.