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Squar Milner Financial Services’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Squar Milner Financial Services’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
2018
Q3 		– Sell
-5,000
Closed -$46K – 760
2018
Q2 		$46K Buy
+5,000
New +$45.1K 0.04% 342

Other funds holding BDJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Squar Milner Financial Services's BDJ Position: Q3 2018 in Review

Squar Milner Financial Services sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2018, closing a stake of 5,000 shares — an estimated $46K sold.

Squar Milner Financial Services first reported a position in BDJ in Q2 2018 and held it in 1 quarter. The position peaked at $46K in Q2 2018. 159 funds tracked by Wall St. Rank hold BDJ as of Q3 2018.

  • Squar Milner Financial Services reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 5,000 BlackRock Enhanced Equity Dividend Trust shares in Q3 2018, an estimated $46K.
  • Squar Milner Financial Services first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's BlackRock Enhanced Equity Dividend Trust position peaked at $46K in Q2 2018.
  • 159 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.