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

Realta 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
2020 Q1	–	Sell	-2,600	Closed	-$25K	–	395
2019 Q4	$25K	Hold	2,600	–	–	0.01%	849
2019 Q3	$24K	Hold	2,600	–	–	0.01%	861
2019 Q2	$23K	Hold	2,600	–	–	0.01%	881
2019 Q1	$22K	Buy	+2,600	New	+$22K	0.01%	731

Other funds holding BDJ

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

RCYC

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 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

Realta Investment Advisors's BDJ Position: Q1 2020 in Review

Realta Investment Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2020, closing a stake of 2,600 shares — an estimated $25K sold.

Realta Investment Advisors first reported a position in BDJ in Q1 2019 and held it in 4 quarters. The position peaked at $25K in Q4 2019. 179 funds tracked by Wall St. Rank hold BDJ as of Q1 2020.

Realta Investment Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 2,600 BlackRock Enhanced Equity Dividend Trust shares in Q1 2020, an estimated $25K.
Realta Investment Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2019 and held it in 4 quarters.
Realta Investment Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $25K in Q4 2019.
179 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.