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Castleview Partners’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-3,895
Closed -$32.3K – 210
2024
Q4 		$32.3K Sell
3,895
-305
-7% -$2.65K 0.02% 404
2024
Q3 		$36.3K Buy
4,200
+81
+2% +$679 0.02% 369
2024
Q2 		$33.7K Buy
+4,119
New +$33.5K 0.02% 375
2022
Q3 		– Sell
-192
Closed -$972 – 620
2022
Q2 		$972 Sell
192
-39,857
-100% -$373K ﹤0.01% 693
2022
Q1 		$396K Buy
+40,049
New +$391K 0.25% 88
2021
Q2 		$262K Buy
+25,837
New +$260K 0.11% 187

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Castleview Partners's BDJ Position: Q1 2025 in Review

Castleview Partners sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2025, closing a stake of 3,895 shares — an estimated $32.3K sold.

Castleview Partners first reported a position in BDJ in Q2 2021 and held it in 6 quarters. The position peaked at $396K in Q1 2022. 209 funds tracked by Wall St. Rank hold BDJ as of Q1 2025.

  • Castleview Partners reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 3,895 BlackRock Enhanced Equity Dividend Trust shares in Q1 2025, an estimated $32.3K.
  • Castleview Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2021 and held it in 6 quarters.
  • Castleview Partners's BlackRock Enhanced Equity Dividend Trust position peaked at $396K in Q1 2022.
  • 209 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.