Selective Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Selective Wealth Management’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 Q2	–	Sell	-3,053	Closed	-$29K	–	503
2021 Q1	$29K	Hold	3,053	–	–	0.03%	165
2020 Q4	$26K	Hold	3,053	–	–	0.02%	154
2020 Q3	$22K	Hold	3,053	–	–	0.02%	144
2020 Q2	$22K	Buy	3,053 +4	+0.1%	+$29	0.02%	164
2020 Q1	$20K	Buy	3,049 +558	+22%	+$4.76K	0.03%	104
2019 Q4	$25K	Hold	2,491	–	–	0.03%	103
2019 Q3	$23K	Sell	2,491 -20,490	-89%	-$184K	0.03%	113
2019 Q2	$204K	Buy	+22,981	New	+$198K	0.33%	37

Other funds holding BDJ

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $672B AUM 33.48% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PPA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Selective Wealth Management's BDJ Position: Q2 2021 in Review

Selective Wealth Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2021, closing a stake of 3,053 shares — an estimated $29K sold.

Selective Wealth Management first reported a position in BDJ in Q2 2019 and held it in 8 quarters. The position peaked at $204K in Q2 2019. 169 funds tracked by Wall St. Rank hold BDJ as of Q2 2021.

Selective Wealth Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2021 after selling out during the quarter.
Selective Wealth Management sold 3,053 BlackRock Enhanced Equity Dividend Trust shares in Q2 2021, an estimated $29K.
Selective Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2019 and held it in 8 quarters.
Selective Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $204K in Q2 2019.
169 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.