Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
GRP
Global Retirement Partners’s
BlackRock Enhanced Equity Dividend Trust
BDJ
Stock Holding History
Global Retirement Partners’s Portfolio
BDJ Stock Details
BDJ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-512
Closed
-$4.18K
–
3519
2024
Q2
$4.18K
Hold
512
–
–
﹤0.01%
2689
2024
Q1
$4.22K
Hold
512
–
–
﹤0.01%
2467
2023
Q4
$3.97K
Buy
+512
New
+$3.86K
﹤0.01%
2417
2020
Q2
–
Sell
-7,385
Closed
-$48K
–
1609
2020
Q1
$48K
Sell
7,385
-3,000
-29%
-$25.6K
0.01%
570
2019
Q4
$103K
Buy
10,385
+3,000
+41%
+$28.2K
0.02%
472
2019
Q3
$68K
Hold
7,385
–
–
0.01%
555
2019
Q2
$66K
Hold
7,385
–
–
0.01%
548
2019
Q1
$63K
Hold
7,385
–
–
0.02%
486
2018
Q4
$57K
Hold
7,385
–
–
0.01%
483
2018
Q3
$70K
Hold
7,385
–
–
0.02%
484
2018
Q2
$68K
Hold
7,385
–
–
0.02%
463
2018
Q1
$64K
Hold
7,385
–
–
0.02%
464
2017
Q4
$68K
Hold
7,385
–
–
0.02%
432
2017
Q3
$67K
Hold
7,385
–
–
0.03%
379
2017
Q2
$65K
Hold
7,385
–
–
0.03%
362
2017
Q1
$63K
Hold
7,385
–
–
0.04%
345
2016
Q4
$60K
Buy
+7,385
New
+$58.2K
0.04%
329
Other funds holding BDJ
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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
$12.6B AUM
27.3%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75B 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
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close