CFO4Life’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

CFO4Life’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
2022 Q4	$234K	Buy	+25,998	New	+$230K	0.05%	153
2016 Q2	–	Sell	-10,586	Closed	-$80K	–	89
2016 Q1	$80K	Sell	10,586 -5,107	-33%	-$36.6K	0.07%	83
2015 Q4	$119K	Buy	15,693 +2,152	+16%	+$16.2K	0.11%	69
2015 Q3	$97K	Buy	13,541 +163	+1%	+$1.25K	0.1%	66
2015 Q2	$107K	Buy	13,378 +147	+1%	+$1.2K	0.09%	81
2015 Q1	$109K	Buy	13,231 +144	+1%	+$1.18K	0.09%	83
2014 Q4	$106K	Buy	+13,087	New	+$108K	0.09%	78

Other funds holding BDJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return

RJFSA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CFO4Life's BDJ Position: Q4 2022 in Review

CFO4Life opened a new position in BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2022: 25,998 shares worth $234K. The stake represents 0.05% of the portfolio and ranks #153 among its holdings. This is a return to the name: CFO4Life previously reported a position in BDJ as recently as Q1 2016.

CFO4Life first reported a position in BDJ in Q4 2014 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold BDJ as of Q4 2022.

CFO4Life held 25,998 shares of BlackRock Enhanced Equity Dividend Trust worth $234K as of Q4 2022.
BlackRock Enhanced Equity Dividend Trust was a new CFO4Life position in Q4 2022.
BlackRock Enhanced Equity Dividend Trust made up 0.05% of CFO4Life's portfolio in Q4 2022, its #153 holding.
CFO4Life first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2014 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.