Lindbrook Capital’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Lindbrook Capital’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 Q2	–	Sell	-1,006	Closed	-$8.36K	–	2723
2023 Q1	$8.64K	Buy	+1,006	New	+$8.97K	﹤0.01%	1537
2020 Q1	–	Sell	-8,000	Closed	-$79K	–	1686
2019 Q4	$79K	Sell	8,000 -11,000	-58%	-$103K	0.03%	301
2019 Q3	$174K	Hold	19,000	–	–	0.07%	155
2019 Q2	$168K	Buy	19,000 +5,000	+36%	+$43.2K	0.06%	153
2019 Q1	$119K	Buy	14,000 +2,000	+17%	+$16.9K	0.05%	198
2018 Q4	$93K	Buy	+12,000	New	+$102K	0.05%	212

Other funds holding BDJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lindbrook Capital's BDJ Position: Q2 2023 in Review

Lindbrook Capital sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2023, closing a stake of 1,006 shares — an estimated $8.36K sold.

Lindbrook Capital first reported a position in BDJ in Q4 2018 and held it in 6 quarters. The position peaked at $174K in Q3 2019. 194 funds tracked by Wall St. Rank hold BDJ as of Q2 2023.

Lindbrook Capital reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2023 after selling out during the quarter.
Lindbrook Capital sold 1,006 BlackRock Enhanced Equity Dividend Trust shares in Q2 2023, an estimated $8.36K.
Lindbrook Capital first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2018 and held it in 6 quarters.
Lindbrook Capital's BlackRock Enhanced Equity Dividend Trust position peaked at $174K in Q3 2019.
194 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2023.

Based on Lindbrook Capital's 13F filing for Q2 2023, filed 31 Jul 2023.