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

GraniteShares 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
Q4 		– Sell
-170,556
Closed -$1.3M – 93
2023
Q3 		$1.3M Buy
170,556
+6,543
+4% +$52.3K 1.21% 40
2023
Q2 		$1.37M Sell
164,013
-1,745
-1% -$14.5K 1.23% 34
2023
Q1 		$1.42M Buy
+165,758
New +$1.48M 1.26% 22

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GraniteShares Advisors's BDJ Position: Q4 2023 in Review

GraniteShares Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2023, closing a stake of 170,556 shares — an estimated $1.3M sold.

GraniteShares Advisors first reported a position in BDJ in Q1 2023 and held it in 3 quarters. The position peaked at $1.42M in Q1 2023. 213 funds tracked by Wall St. Rank hold BDJ as of Q4 2023.

  • GraniteShares Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2023 after selling out during the quarter.
  • GraniteShares Advisors sold 170,556 BlackRock Enhanced Equity Dividend Trust shares in Q4 2023, an estimated $1.3M.
  • GraniteShares Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2023 and held it in 3 quarters.
  • GraniteShares Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $1.42M in Q1 2023.
  • 213 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2023.

Based on GraniteShares Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.