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

Money Concepts 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
Q1 		– Sell
-19,290
Closed -$174K – 690
2022
Q4 		$174K Buy
+19,290
New +$171K 0.01% 752
2022
Q2 		– Sell
-11,150
Closed -$110K – 1540
2022
Q1 		$110K Buy
+11,150
New +$109K 0.01% 950

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

Money Concepts Capital's BDJ Position: Q1 2023 in Review

Money Concepts Capital sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2023, closing a stake of 19,290 shares — an estimated $174K sold.

Money Concepts Capital first reported a position in BDJ in Q1 2022 and held it in 2 quarters. The position peaked at $174K in Q4 2022. 193 funds tracked by Wall St. Rank hold BDJ as of Q1 2023.

  • Money Concepts Capital reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 19,290 BlackRock Enhanced Equity Dividend Trust shares in Q1 2023, an estimated $174K.
  • Money Concepts Capital first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's BlackRock Enhanced Equity Dividend Trust position peaked at $174K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.