WI
BDJ icon

Western Investment’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Western Investment’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
2013
Q3 		$87K Hold
11,507
– – 0.37% 26
2013
Q2 		$88K Buy
+11,507
New +$89K 0.38% 27

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ZCA
Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

Western Investment's BDJ Position: Q3 2013 in Review

Western Investment held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q3 2013 at 11,507 shares worth $87K. The position accounts for 0.37% of the portfolio, ranked #26.

Western Investment first reported a position in BDJ in Q2 2013 and has held it in 2 quarters since. The position peaked at $88K in Q2 2013. 107 funds tracked by Wall St. Rank hold BDJ as of Q3 2013.

  • Western Investment held 11,507 shares of BlackRock Enhanced Equity Dividend Trust worth $87K as of Q3 2013.
  • Western Investment left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q3 2013.
  • BlackRock Enhanced Equity Dividend Trust made up 0.37% of Western Investment's portfolio in Q3 2013, its #26 holding.
  • Western Investment first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2013 and has held it in 2 quarters since.
  • Western Investment's BlackRock Enhanced Equity Dividend Trust position peaked at $88K in Q2 2013.
  • 107 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2013.

Based on Western Investment's 13F filing for Q3 2013, filed 14 Nov 2013.