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

Physicians Financial Services’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
2017 Q1	–	Sell	-340	Closed	-$3K	–	120
2016 Q4	$3K	Hold	340	–	–	﹤0.01%	280
2016 Q3	$2K	Hold	340	–	–	﹤0.01%	285
2016 Q2	$3K	Hold	340	–	–	﹤0.01%	269
2016 Q1	$3K	Hold	340	–	–	﹤0.01%	272
2015 Q4	$3K	Buy	+340	New	+$2.56K	﹤0.01%	279

Other funds holding BDJ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

RJA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Physicians Financial Services's BDJ Position: Q1 2017 in Review

Physicians Financial Services sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2017, closing a stake of 340 shares — an estimated $3K sold.

Physicians Financial Services first reported a position in BDJ in Q4 2015 and held it in 5 quarters. The position peaked at $3K in Q4 2016. 131 funds tracked by Wall St. Rank hold BDJ as of Q1 2017.

Physicians Financial Services reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2017 after selling out during the quarter.
Physicians Financial Services sold 340 BlackRock Enhanced Equity Dividend Trust shares in Q1 2017, an estimated $3K.
Physicians Financial Services first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2015 and held it in 5 quarters.
Physicians Financial Services's BlackRock Enhanced Equity Dividend Trust position peaked at $3K in Q4 2016.
131 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.