Simplicity Solutions’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Simplicity Solutions’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 Q2	–	Sell	-21,575	Closed	-$184K	–	667
2019 Q1	$184K	Buy	21,575 +941	+5%	+$7.95K	0.01%	705
2018 Q4	$160K	Buy	+20,634	New	+$175K	0.02%	576

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

PPA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Simplicity Solutions's BDJ Position: Q2 2019 in Review

Simplicity Solutions sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2019, closing a stake of 21,575 shares — an estimated $184K sold.

Simplicity Solutions first reported a position in BDJ in Q4 2018 and held it in 2 quarters. The position peaked at $184K in Q1 2019. 168 funds tracked by Wall St. Rank hold BDJ as of Q2 2019.

Simplicity Solutions reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2019 after selling out during the quarter.
Simplicity Solutions sold 21,575 BlackRock Enhanced Equity Dividend Trust shares in Q2 2019, an estimated $184K.
Simplicity Solutions first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2018 and held it in 2 quarters.
Simplicity Solutions's BlackRock Enhanced Equity Dividend Trust position peaked at $184K in Q1 2019.
168 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.