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Investors Research Corp’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Investors Research Corp’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
2025
Q1 		– Sell
-343
Closed -$2.84K – 964
2024
Q4 		$2.84K Sell
343
-114
-25% -$992 ﹤0.01% 829
2024
Q3 		$3.95K Hold
457
– – ﹤0.01% 820
2024
Q2 		$3.73K Buy
+457
New +$3.72K ﹤0.01% 879

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
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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Investors Research Corp's BDJ Position: Q1 2025 in Review

Investors Research Corp sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2025, closing a stake of 343 shares — an estimated $2.84K sold.

Investors Research Corp first reported a position in BDJ in Q2 2024 and held it in 3 quarters. The position peaked at $3.95K in Q3 2024. 207 funds tracked by Wall St. Rank hold BDJ as of Q1 2025.

  • Investors Research Corp reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2025 after selling out during the quarter.
  • Investors Research Corp sold 343 BlackRock Enhanced Equity Dividend Trust shares in Q1 2025, an estimated $2.84K.
  • Investors Research Corp first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2024 and held it in 3 quarters.
  • Investors Research Corp's BlackRock Enhanced Equity Dividend Trust position peaked at $3.95K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2025.

Based on Investors Research Corp's 13F filing for Q1 2025, filed 8 Apr 2025.