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Principle Wealth Partners’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-700
Closed -$5K – 173
2020
Q2 		$5K Buy
+700
New +$4.99K ﹤0.01% 428

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RJFSA
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Invesco
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principle Wealth Partners's BDJ Position: Q3 2020 in Review

Principle Wealth Partners sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2020, closing a stake of 700 shares — an estimated $5K sold.

Principle Wealth Partners first reported a position in BDJ in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 171 funds tracked by Wall St. Rank hold BDJ as of Q3 2020.

  • Principle Wealth Partners reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 700 BlackRock Enhanced Equity Dividend Trust shares in Q3 2020, an estimated $5K.
  • Principle Wealth Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's BlackRock Enhanced Equity Dividend Trust position peaked at $5K in Q2 2020.
  • 171 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.