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

Merit Financial 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
2023
Q1 		– Sell
-20,365
Closed -$183K – 642
2022
Q4 		$183K Sell
20,365
-28,000
-58% -$248K 0.01% 628
2022
Q3 		$392K Buy
48,365
+24,000
+99% +$222K 0.02% 394
2022
Q2 		$215K Buy
+24,365
New +$228K 0.01% 506

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Merit Financial Group's BDJ Position: Q1 2023 in Review

Merit Financial Group sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2023, closing a stake of 20,365 shares — an estimated $183K sold.

Merit Financial Group first reported a position in BDJ in Q2 2022 and held it in 3 quarters. The position peaked at $392K in Q3 2022. 193 funds tracked by Wall St. Rank hold BDJ as of Q1 2023.

  • Merit Financial Group reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2023 after selling out during the quarter.
  • Merit Financial Group sold 20,365 BlackRock Enhanced Equity Dividend Trust shares in Q1 2023, an estimated $183K.
  • Merit Financial Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2022 and held it in 3 quarters.
  • Merit Financial Group's BlackRock Enhanced Equity Dividend Trust position peaked at $392K in Q3 2022.
  • 193 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2023.

Based on Merit Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.