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

OneDigital Investment 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
Q3 		– Sell
-639
Closed -$6K – 615
2019
Q2 		$6K Hold
639
– – ﹤0.01% 1016
2019
Q1 		$5K Hold
639
– – ﹤0.01% 979
2018
Q4 		$5K Buy
+639
New +$5.43K ﹤0.01% 946

Other funds holding BDJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

OneDigital Investment Advisors's BDJ Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2019, closing a stake of 639 shares — an estimated $6K sold.

OneDigital Investment Advisors first reported a position in BDJ in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 175 funds tracked by Wall St. Rank hold BDJ as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 639 BlackRock Enhanced Equity Dividend Trust shares in Q3 2019, an estimated $6K.
  • OneDigital Investment Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $6K in Q2 2019.
  • 175 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.