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Hazlett, Burt & Watson’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Hazlett, Burt & Watson’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
Q1 		– Sell
-2,155
Closed -$19K – 616
2022
Q4 		$19K Buy
2,155
+141
+7% +$1.25K 0.02% 390
2022
Q3 		$16K Buy
+2,014
New +$18.6K 0.02% 400

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hazlett, Burt & Watson's BDJ Position: Q1 2023 in Review

Hazlett, Burt & Watson sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2023, closing a stake of 2,155 shares — an estimated $19K sold.

Hazlett, Burt & Watson first reported a position in BDJ in Q3 2022 and held it in 2 quarters. The position peaked at $19K in Q4 2022. 193 funds tracked by Wall St. Rank hold BDJ as of Q1 2023.

  • Hazlett, Burt & Watson reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 2,155 BlackRock Enhanced Equity Dividend Trust shares in Q1 2023, an estimated $19K.
  • Hazlett, Burt & Watson first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2022 and held it in 2 quarters.
  • Hazlett, Burt & Watson's BlackRock Enhanced Equity Dividend Trust position peaked at $19K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2023, filed 27 Apr 2023.