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

V 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
2020 Q3	–	Sell	-10,677	Closed	-$78K	–	183
2020 Q2	$78K	Hold	10,677	–	–	0.02%	341
2020 Q1	$70K	Sell	10,677 -1,000	-9%	-$8.54K	0.02%	307
2019 Q4	$107K	Hold	11,677	–	–	0.04%	289
2019 Q3	$107K	Hold	11,677	–	–	0.04%	291
2019 Q2	$103K	Sell	11,677 -714	-6%	-$6.17K	0.04%	268
2019 Q1	$107K	Buy	12,391 +2,000	+19%	+$16.9K	0.04%	252
2018 Q4	$85K	Sell	10,391 -550	-5%	-$4.68K	0.04%	211
2018 Q3	$103K	Hold	10,941	–	–	0.05%	224
2018 Q2	$100K	Hold	10,941	–	–	0.06%	196
2018 Q1	$94K	Hold	10,941	–	–	0.05%	202
2017 Q4	$102K	Hold	10,941	–	–	0.05%	201
2017 Q3	$100K	Hold	10,941	–	–	0.05%	187
2017 Q2	$95K	Hold	10,941	–	–	0.04%	243
2017 Q1	$94K	Hold	10,941	–	–	0.06%	178
2016 Q4	$89K	Buy	10,941 +550	+5%	+$4.34K	0.07%	170
2016 Q3	$82K	Hold	10,391	–	–	0.07%	163
2016 Q2	$82K	Hold	10,391	–	–	0.07%	158
2016 Q1	$78K	Buy	+10,391	New	+$74.5K	0.06%	146

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

V Wealth Advisors's BDJ Position: Q3 2020 in Review

V Wealth Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2020, closing a stake of 10,677 shares — an estimated $78K sold.

V Wealth Advisors first reported a position in BDJ in Q1 2016 and held it in 18 quarters. The position peaked at $107K in Q4 2019. 171 funds tracked by Wall St. Rank hold BDJ as of Q3 2020.

V Wealth Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2020 after selling out during the quarter.
V Wealth Advisors sold 10,677 BlackRock Enhanced Equity Dividend Trust shares in Q3 2020, an estimated $78K.
V Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2016 and held it in 18 quarters.
V Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $107K in Q4 2019.
171 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2020.

Based on V Wealth Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.