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Center for Financial Planning’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Center for Financial Planning’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
2024
Q2 		– Sell
-1,000
Closed -$8.25K – 587
2024
Q1 		$8.25K Buy
+1,000
New +$7.97K ﹤0.01% 427

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Center for Financial Planning's BDJ Position: Q2 2024 in Review

Center for Financial Planning sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2024, closing a stake of 1,000 shares — an estimated $8.25K sold.

Center for Financial Planning first reported a position in BDJ in Q1 2024 and held it in 1 quarter. The position peaked at $8.25K in Q1 2024. 212 funds tracked by Wall St. Rank hold BDJ as of Q2 2024.

  • Center for Financial Planning reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2024 after selling out during the quarter.
  • Center for Financial Planning sold 1,000 BlackRock Enhanced Equity Dividend Trust shares in Q2 2024, an estimated $8.25K.
  • Center for Financial Planning first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2024 and held it in 1 quarter.
  • Center for Financial Planning's BlackRock Enhanced Equity Dividend Trust position peaked at $8.25K in Q1 2024.
  • 212 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.