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

Harbour 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
2026
Q1 		$150K Buy
17,386
+3,993
+30% +$37.3K ﹤0.01% 1691
2025
Q4 		$127K Buy
13,393
+13,183
+6,278% +$120K ﹤0.01% 1511
2025
Q3 		$1.91K Sell
210
-2,800
-93% -$25K ﹤0.01% 3286
2025
Q2 		$26.8K Buy
3,010
+1,000
+50% +$8.4K ﹤0.01% 2104
2025
Q1 		$17.3K Buy
2,010
+1,500
+294% +$13.1K ﹤0.01% 2255
2024
Q4 		$4.22K Sell
510
-69
-12% -$600 ﹤0.01% 2795
2024
Q3 		$5.01K Sell
579
-71
-11% -$595 ﹤0.01% 2626
2024
Q2 		$5.31K Sell
650
-10,000
-94% -$81.3K ﹤0.01% 2489
2024
Q1 		$87.9K Hold
10,650
– – ﹤0.01% 1269
2023
Q4 		$81.9K Buy
10,650
+10,000
+1,538% +$75.3K ﹤0.01% 1218
2023
Q3 		$4.95K Sell
650
-100
-13% -$799 ﹤0.01% 2281
2023
Q2 		$6.25K Sell
750
-650
-46% -$5.4K ﹤0.01% 2208
2023
Q1 		$12K Hold
1,400
– – ﹤0.01% 1934
2022
Q4 		$12.6K Hold
1,400
– – ﹤0.01% 1857
2022
Q3 		$12K Hold
1,400
– – ﹤0.01% 1843
2022
Q2 		$12K Buy
+1,400
New +$13.1K ﹤0.01% 1843
2021
Q4 		$14K Sell
1,400
-7,419
-84% -$74.6K ﹤0.01% 1787
2021
Q3 		$86K Buy
8,819
+19
+0.2% +$192 ﹤0.01% 1459
2021
Q2 		$89K Buy
8,800
+1,011
+13% +$10.2K ﹤0.01% 1462
2021
Q1 		$74K Buy
+7,789
New +$68.8K ﹤0.01% 1459

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbour Investments's BDJ Position: Q1 2026 in Review

Harbour Investments increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 30% in Q1 2026, buying an estimated $37.3K and bringing the position to 17,386 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Harbour Investments first reported a position in BDJ in Q1 2021 and has held it in 20 quarters since. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Harbour Investments held 17,386 shares of BlackRock Enhanced Equity Dividend Trust worth $150K as of Q1 2026.
  • Harbour Investments bought 3,993 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $37.3K.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1691 holding.
  • Harbour Investments first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2021 and has held it in 20 quarters since.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.