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Creative Financial Designs’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Creative Financial Designs’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
Q3 		– Sell
-7,348
Closed -$60K – 1684
2024
Q2 		$60K Sell
7,348
-5,973
-45% -$48.6K 0.01% 711
2024
Q1 		$110K Sell
13,321
-2
-0% -$16 0.01% 547
2023
Q4 		$102K Hold
13,323
– – 0.01% 534
2023
Q3 		$101K Hold
13,323
– – 0.01% 484
2023
Q2 		$111K Buy
13,323
+5,509
+71% +$45.8K 0.01% 459
2023
Q1 		$67.1K Buy
7,814
+7,648
+4,607% +$68.2K 0.01% 534
2022
Q4 		$1.49K Buy
166
+11
+7% +$97 ﹤0.01% 1179
2022
Q3 		$1K Buy
155
+3
+2% +$28 ﹤0.01% 1204
2022
Q2 		$1K Buy
+152
New +$1.42K ﹤0.01% 1164
2021
Q2 		– Sell
-1,000
Closed -$9K – 1402
2021
Q1 		$9K Hold
1,000
– – ﹤0.01% 945
2020
Q4 		$8K Buy
+1,000
New +$7.84K ﹤0.01% 896

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
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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Creative Financial Designs's BDJ Position: Q3 2024 in Review

Creative Financial Designs sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2024, closing a stake of 7,348 shares — an estimated $60K sold.

Creative Financial Designs first reported a position in BDJ in Q4 2020 and held it in 11 quarters. The position peaked at $111K in Q2 2023. 209 funds tracked by Wall St. Rank hold BDJ as of Q3 2024.

  • Creative Financial Designs reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2024 after selling out during the quarter.
  • Creative Financial Designs sold 7,348 BlackRock Enhanced Equity Dividend Trust shares in Q3 2024, an estimated $60K.
  • Creative Financial Designs first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2020 and held it in 11 quarters.
  • Creative Financial Designs's BlackRock Enhanced Equity Dividend Trust position peaked at $111K in Q2 2023.
  • 209 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2024.

Based on Creative Financial Designs's 13F filing for Q3 2024, filed 28 Oct 2024.