Walled Lake Planning & Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Walled Lake Planning & Wealth 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
2021 Q1	–	Sell	-591	Closed	-$5K	–	319
2020 Q4	$5K	Sell	591 -569	-49%	-$4.46K	﹤0.01%	246
2020 Q3	$8K	Buy	1,160 +23	+2%	+$171	0.01%	225
2020 Q2	$8K	Buy	1,137 +23	+2%	+$164	0.01%	210
2020 Q1	$7K	Buy	+1,114	New	+$9.51K	0.01%	204

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PPA

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Walled Lake Planning & Wealth Management's BDJ Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2021, closing a stake of 591 shares — an estimated $5K sold.

Walled Lake Planning & Wealth Management first reported a position in BDJ in Q1 2020 and held it in 4 quarters. The position peaked at $8K in Q3 2020. 174 funds tracked by Wall St. Rank hold BDJ as of Q1 2021.

Walled Lake Planning & Wealth Management reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 591 BlackRock Enhanced Equity Dividend Trust shares in Q1 2021, an estimated $5K.
Walled Lake Planning & Wealth Management first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2020 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's BlackRock Enhanced Equity Dividend Trust position peaked at $8K in Q3 2020.
174 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.