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WA
WFG Advisors’s
BlackRock Enhanced Equity Dividend Trust
BDJ
Stock Holding History
WFG Advisors’s Portfolio
BDJ Stock Details
BDJ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
$590K
Buy
67,028
+62,028
+1,241%
+$537K
0.13%
178
2017
Q1
$43K
Hold
5,000
–
–
0.01%
692
2016
Q4
$41K
Sell
5,000
-205
-4%
-$1.62K
0.01%
752
2016
Q3
$41K
Buy
5,205
+4
+0.1%
+$32
0.01%
751
2016
Q2
$41K
Buy
5,201
+201
+4%
+$1.54K
0.01%
732
2016
Q1
$38K
Buy
+5,000
New
+$35.9K
0.01%
736
2015
Q2
–
Sell
-2,000
Closed
-$16K
–
1668
2015
Q1
$16K
Sell
2,000
-9,696
-83%
-$79.1K
﹤0.01%
1046
2014
Q4
$95K
Buy
11,696
+47
+0.4%
+$386
0.02%
656
2014
Q3
$96K
Buy
11,649
+9
+0.1%
+$75
0.02%
678
2014
Q2
$98K
Buy
11,640
+27
+0.2%
+$220
0.02%
667
2014
Q1
$92K
Buy
11,613
+28
+0.2%
+$219
0.02%
660
2013
Q4
$92K
Buy
11,585
+2,028
+21%
+$15.7K
0.01%
774
2013
Q3
$72K
Buy
9,557
+28
+0.3%
+$215
0.01%
802
2013
Q2
$73K
Buy
+9,529
New
+$73.7K
0.01%
761
Other funds holding BDJ
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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
RVPG
Relative Value Partners Group
$772M AUM
15.6%
1-Year Est. Return
PPA
Parametric Portfolio Associates
Seattle, Washington
$190B AUM
18.52%
1-Year Est. Return
AAM
Advisors Asset Management
Monument, Colorado
$6.01B AUM
24.74%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75B AUM
31.89%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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