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 $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $786B AUM 40.34% 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

RCYC

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

Wealthspire Advisors (Maryland)'s BDJ Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2018, closing a stake of 638 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in BDJ in Q4 2015 and held it in 10 quarters. The position peaked at $50K in Q4 2017. 154 funds tracked by Wall St. Rank hold BDJ as of Q2 2018.

Wealthspire Advisors (Maryland) reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 638 BlackRock Enhanced Equity Dividend Trust shares in Q2 2018, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s BlackRock Enhanced Equity Dividend Trust position peaked at $50K in Q4 2017.
154 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.