Trust Company of Vermont’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Trust Company of Vermont’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
2017 Q4	–	Sell	-123	Closed	-$1K	–	977
2017 Q3	$1K	Buy	+123	New	+$1.09K	﹤0.01%	904
2013 Q4	–	Sell	-3,253	Closed	-$24K	–	713
2013 Q3	$24K	Hold	3,253	–	–	﹤0.01%	443
2013 Q2	$25K	Buy	+3,253	New	+$25.2K	﹤0.01%	441

Other funds holding BDJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trust Company of Vermont's BDJ Position: Q4 2017 in Review

Trust Company of Vermont sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2017, closing a stake of 123 shares — an estimated $1K sold.

Trust Company of Vermont first reported a position in BDJ in Q2 2013 and held it in 3 quarters. The position peaked at $25K in Q2 2013. 159 funds tracked by Wall St. Rank hold BDJ as of Q4 2017.

Trust Company of Vermont reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2017 after selling out during the quarter.
Trust Company of Vermont sold 123 BlackRock Enhanced Equity Dividend Trust shares in Q4 2017, an estimated $1K.
Trust Company of Vermont first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2013 and held it in 3 quarters.
Trust Company of Vermont's BlackRock Enhanced Equity Dividend Trust position peaked at $25K in Q2 2013.
159 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2017.

Based on Trust Company of Vermont's 13F filing for Q4 2017, filed 2 Feb 2018.