Wealthspire Advisors (Maryland)’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q2	–	Sell	-638	Closed	-$6K	–	2432
2018 Q1	$6K	Sell	638 -4,781	-88%	-$43.8K	﹤0.01%	1724
2017 Q4	$50K	Buy	5,419 +3,562	+192%	+$32.5K	﹤0.01%	1008
2017 Q3	$17K	Buy	1,857 +18	+1%	+$160	﹤0.01%	1344
2017 Q2	$16K	Sell	1,839 -441	-19%	-$3.82K	﹤0.01%	1339
2017 Q1	$19K	Buy	2,280 +23	+1%	+$192	﹤0.01%	1093
2016 Q4	$18K	Buy	2,257 +24	+1%	+$189	﹤0.01%	1045
2016 Q3	$18K	Sell	2,233 -540	-19%	-$4.31K	﹤0.01%	1082
2016 Q2	$22K	Buy	2,773 +31	+1%	+$237	﹤0.01%	965
2016 Q1	$21K	Buy	2,742 +32	+1%	+$230	﹤0.01%	953
2015 Q4	$21K	Buy	+2,710	New	+$20.4K	﹤0.01%	944

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

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

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Royal Bank of Canada

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

Stifel Financial

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