LMKC
BDJ icon

L.M. Kohn & Company’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

L.M. Kohn & Company’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
-10,007
Closed -$76.2K – 247
2023
Q3 		$76.2K Buy
+10,007
New +$80K 0.03% 234

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

L.M. Kohn & Company's BDJ Position: Q4 2023 in Review

L.M. Kohn & Company sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2023, closing a stake of 10,007 shares — an estimated $76.2K sold.

L.M. Kohn & Company first reported a position in BDJ in Q3 2023 and held it in 1 quarter. The position peaked at $76.2K in Q3 2023. 213 funds tracked by Wall St. Rank hold BDJ as of Q4 2023.

  • L.M. Kohn & Company reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2023 after selling out during the quarter.
  • L.M. Kohn & Company sold 10,007 BlackRock Enhanced Equity Dividend Trust shares in Q4 2023, an estimated $76.2K.
  • L.M. Kohn & Company first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2023 and held it in 1 quarter.
  • L.M. Kohn & Company's BlackRock Enhanced Equity Dividend Trust position peaked at $76.2K in Q3 2023.
  • 213 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2023.

Based on L.M. Kohn & Company's 13F filing for Q4 2023, filed 9 Feb 2024.