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

Oxford 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
2022
Q3 		– Sell
-11,000
Closed -$97K – 245
2022
Q2 		$97K Buy
+11,000
New +$103K 0.01% 206

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CW
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RJFSA
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Oxford Financial Group's BDJ Position: Q3 2022 in Review

Oxford Financial Group sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2022, closing a stake of 11,000 shares — an estimated $97K sold.

Oxford Financial Group first reported a position in BDJ in Q2 2022 and held it in 1 quarter. The position peaked at $97K in Q2 2022. 185 funds tracked by Wall St. Rank hold BDJ as of Q3 2022.

  • Oxford Financial Group reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2022 after selling out during the quarter.
  • Oxford Financial Group sold 11,000 BlackRock Enhanced Equity Dividend Trust shares in Q3 2022, an estimated $97K.
  • Oxford Financial Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q2 2022 and held it in 1 quarter.
  • Oxford Financial Group's BlackRock Enhanced Equity Dividend Trust position peaked at $97K in Q2 2022.
  • 185 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2022.

Based on Oxford Financial Group's 13F filing for Q3 2022, filed 2 Nov 2022.