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EverSource Wealth Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

EverSource Wealth Advisors’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
2023
Q3 		– Sell
-60
Closed -$501 – 2512
2023
Q2 		$501 Hold
60
– – ﹤0.01% 2355
2023
Q1 		$516 Buy
+60
New +$535 ﹤0.01% 2218

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EverSource Wealth Advisors's BDJ Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2023, closing a stake of 60 shares — an estimated $501 sold.

EverSource Wealth Advisors first reported a position in BDJ in Q1 2023 and held it in 2 quarters. The position peaked at $516 in Q1 2023. 197 funds tracked by Wall St. Rank hold BDJ as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 60 BlackRock Enhanced Equity Dividend Trust shares in Q3 2023, an estimated $501.
  • EverSource Wealth Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2023 and held it in 2 quarters.
  • EverSource Wealth Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $516 in Q1 2023.
  • 197 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.