LF
BDJ icon

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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Parametric Portfolio Associates
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. 177 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.
  • 177 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.