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Lee Financial’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Lee Financial’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
-2,000
Closed -$20K – 904
2021
Q3 		$20K Buy
+2,000
New +$20.2K ﹤0.01% 330

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

Lee Financial's BDJ Position: Q4 2021 in Review

Lee Financial sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2021, closing a stake of 2,000 shares — an estimated $20K sold.

Lee Financial first reported a position in BDJ in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 178 funds tracked by Wall St. Rank hold BDJ as of Q4 2021.

  • Lee Financial reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2021 after selling out during the quarter.
  • Lee Financial sold 2,000 BlackRock Enhanced Equity Dividend Trust shares in Q4 2021, an estimated $20K.
  • Lee Financial first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2021 and held it in 1 quarter.
  • Lee Financial's BlackRock Enhanced Equity Dividend Trust position peaked at $20K in Q3 2021.
  • 178 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2021.

Based on Lee Financial's 13F filing for Q4 2021, filed 8 Feb 2022.