WA
BDJ icon

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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $6.56B AUM 35.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WFG Advisors's BDJ Position: Q2 2017 in Review

WFG Advisors increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 1,241% in Q2 2017, buying an estimated $537K and bringing the position to 67,028 shares worth $590K. The position accounts for 0.13% of the portfolio, ranked #178.

WFG Advisors first reported a position in BDJ in Q2 2013 and has held it in 14 quarters since. 129 funds tracked by Wall St. Rank hold BDJ as of Q2 2017.

  • WFG Advisors held 67,028 shares of BlackRock Enhanced Equity Dividend Trust worth $590K as of Q2 2017.
  • WFG Advisors bought 62,028 BlackRock Enhanced Equity Dividend Trust shares in Q2 2017, an estimated $537K.
  • BlackRock Enhanced Equity Dividend Trust made up 0.13% of WFG Advisors's portfolio in Q2 2017, its #178 holding.
  • WFG Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2013 and has held it in 14 quarters since.
  • 129 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.