TIM
BDJ icon

Tortoise Investment Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Tortoise Investment 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
2015
Q3 		– Sell
-14
Closed – – 404
2015
Q2 		$0 Hold
14
– – ﹤0.01% 429
2015
Q1 		$0 Hold
14
– – ﹤0.01% 426
2014
Q4 		$0 Hold
14
– – ﹤0.01% 465
2014
Q3 		$0 Hold
14
– – ﹤0.01% 388
2014
Q2 		$0 Hold
14
– – ﹤0.01% 423
2014
Q1 		$0 Buy
+14
New +$110 ﹤0.01% 353
2013
Q4 		– Sell
-14
Closed -$1K – 343
2013
Q3 		$1K Hold
14
– – ﹤0.01% 317
2013
Q2 		$1K Buy
+14
New +$108 ﹤0.01% 344

Other funds holding BDJ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return