Winslow Evans & Crocker’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$44K	Buy	5,242 +3,892	+288%	+$30.5K	0.01%	624
2020 Q3	$10K	Hold	1,350	–	–	﹤0.01%	742
2020 Q2	$10K	Hold	1,350	–	–	﹤0.01%	732
2020 Q1	$10K	Hold	1,350	–	–	﹤0.01%	691
2019 Q4	$14K	Hold	1,350	–	–	﹤0.01%	728
2019 Q3	$14K	Sell	1,350 -500	-27%	-$4.5K	﹤0.01%	708
2019 Q2	$18K	Hold	1,850	–	–	0.01%	678
2019 Q1	$16K	Hold	1,850	–	–	﹤0.01%	711
2018 Q4	$16K	Hold	1,850	–	–	0.01%	655
2018 Q3	$18K	Buy	1,850 +750	+68%	+$7.02K	0.01%	676
2018 Q2	$12K	Buy	+1,100	New	+$9.93K	﹤0.01%	758
2017 Q3	–	Sell	-1,026	Closed	-$9.03K	–	1127
2017 Q2	$9.03K	Hold	1,026	–	–	﹤0.01%	942
2017 Q1	$8.77K	Buy	+1,026	New	+$8.55K	﹤0.01%	920

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

RJFSA

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

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

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

PPA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Winslow Evans & Crocker's BDJ Position: Q4 2020 in Review

Winslow Evans & Crocker increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 288% in Q4 2020, buying an estimated $30.5K and bringing the position to 5,242 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #624.

Winslow Evans & Crocker first reported a position in BDJ in Q1 2017 and has held it in 13 quarters since. 172 funds tracked by Wall St. Rank hold BDJ as of Q4 2020.

Winslow Evans & Crocker held 5,242 shares of BlackRock Enhanced Equity Dividend Trust worth $44K as of Q4 2020.
Winslow Evans & Crocker bought 3,892 BlackRock Enhanced Equity Dividend Trust shares in Q4 2020, an estimated $30.5K.
BlackRock Enhanced Equity Dividend Trust made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #624 holding.
Winslow Evans & Crocker first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2017 and has held it in 13 quarters since.
172 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.