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Disciplined Investments’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-317
Closed -$3K – 1238
2022
Q2 		$3K Sell
317
-327
-51% -$3.06K ﹤0.01% 514
2022
Q1 		$6K Buy
+644
New +$6.29K ﹤0.01% 424

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Disciplined Investments's BDJ Position: Q3 2022 in Review

Disciplined Investments sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2022, closing a stake of 317 shares — an estimated $3K sold.

Disciplined Investments first reported a position in BDJ in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 185 funds tracked by Wall St. Rank hold BDJ as of Q3 2022.

  • Disciplined Investments reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2022 after selling out during the quarter.
  • Disciplined Investments sold 317 BlackRock Enhanced Equity Dividend Trust shares in Q3 2022, an estimated $3K.
  • Disciplined Investments first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2022 and held it in 2 quarters.
  • Disciplined Investments's BlackRock Enhanced Equity Dividend Trust position peaked at $6K in Q1 2022.
  • 185 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.