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Glen Eagle Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Glen Eagle 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
2021
Q4 		– Sell
-36
Closed -$357 – 947
2021
Q3 		$357 Buy
36
+2
+6% +$20 ﹤0.01% 1024
2021
Q2 		$341 Hold
34
– – ﹤0.01% 1009
2021
Q1 		$318 Buy
+34
New +$300 ﹤0.01% 976

Other funds holding BDJ

CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Glen Eagle Advisors's BDJ Position: Q4 2021 in Review

Glen Eagle Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2021, closing a stake of 36 shares — an estimated $357 sold.

Glen Eagle Advisors first reported a position in BDJ in Q1 2021 and held it in 3 quarters. The position peaked at $357 in Q3 2021. 178 funds tracked by Wall St. Rank hold BDJ as of Q4 2021.

  • Glen Eagle Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2021 after selling out during the quarter.
  • Glen Eagle Advisors sold 36 BlackRock Enhanced Equity Dividend Trust shares in Q4 2021, an estimated $357.
  • Glen Eagle Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2021 and held it in 3 quarters.
  • Glen Eagle Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $357 in Q3 2021.
  • 178 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2021.

Based on Glen Eagle Advisors's 13F filing for Q4 2021, filed 13 Aug 2024.