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TCI Wealth Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

TCI Wealth 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
2013
Q3 		– Sell
-2,511
Closed -$19K – 789
2013
Q2 		$19K Buy
+2,511
New +$19.4K 0.01% 307

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

TCI Wealth Advisors's BDJ Position: Q3 2013 in Review

TCI Wealth Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2013, closing a stake of 2,511 shares — an estimated $19K sold.

TCI Wealth Advisors first reported a position in BDJ in Q2 2013 and held it in 1 quarter. The position peaked at $19K in Q2 2013. 107 funds tracked by Wall St. Rank hold BDJ as of Q3 2013.

  • TCI Wealth Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2013 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,511 BlackRock Enhanced Equity Dividend Trust shares in Q3 2013, an estimated $19K.
  • TCI Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2013 and held it in 1 quarter.
  • TCI Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $19K in Q2 2013.
  • 107 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2013.

Based on TCI Wealth Advisors's 13F filing for Q3 2013, filed 25 Oct 2013.