SevenBridge Financial Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

SevenBridge Financial Group’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	-1,503	Closed	-$13K	–	183
2019 Q2	$13K	Hold	1,503	–	–	0.01%	427
2019 Q1	$13K	Hold	1,503	–	–	0.01%	387
2018 Q4	$12K	Sell	1,503 -1,413	-48%	-$12K	0.01%	349
2018 Q3	$28K	Hold	2,916	–	–	0.01%	298
2018 Q2	$27K	Buy	2,916 +1,413	+94%	+$12.8K	0.02%	307
2018 Q1	$13K	Hold	1,503	–	–	0.01%	393
2017 Q4	$14K	Buy	+1,503	New	+$13.7K	0.01%	406
2017 Q3	–	Sell	-1,503	Closed	-$13K	–	614
2017 Q2	$13K	Hold	1,503	–	–	0.01%	425
2017 Q1	$13K	Hold	1,503	–	–	0.01%	405
2016 Q4	$11K	Buy	+1,503	New	+$11.8K	0.01%	426
2016 Q3	–	Sell	-1,503	Closed	-$12K	–	623
2016 Q2	$12K	Buy	+1,503	New	+$11.5K	0.01%	485

Other funds holding BDJ

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return