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Kowal Investment Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-1,492
Closed -$15K – 206
2021
Q3 		$15K Buy
+1,492
New +$15.1K ﹤0.01% 430

Other funds holding BDJ

CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Kowal Investment Group's BDJ Position: Q4 2021 in Review

Kowal Investment Group sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2021, closing a stake of 1,492 shares — an estimated $15K sold.

Kowal Investment Group first reported a position in BDJ in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 178 funds tracked by Wall St. Rank hold BDJ as of Q4 2021.

  • Kowal Investment Group reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 1,492 BlackRock Enhanced Equity Dividend Trust shares in Q4 2021, an estimated $15K.
  • Kowal Investment Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's BlackRock Enhanced Equity Dividend Trust position peaked at $15K in Q3 2021.
  • 178 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.