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Pinnacle Private Wealth’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Pinnacle Private Wealth’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
Q2 		– Sell
-45,752
Closed -$453K – 275
2022
Q1 		$453K Hold
45,752
– – 0.14% 170
2021
Q4 		$461K Buy
+45,752
New +$460K 0.14% 156

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Private Wealth's BDJ Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q2 2022, closing a stake of 45,752 shares — an estimated $453K sold.

Pinnacle Private Wealth first reported a position in BDJ in Q4 2021 and held it in 2 quarters. The position peaked at $461K in Q4 2021. 186 funds tracked by Wall St. Rank hold BDJ as of Q2 2022.

  • Pinnacle Private Wealth reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 45,752 BlackRock Enhanced Equity Dividend Trust shares in Q2 2022, an estimated $453K.
  • Pinnacle Private Wealth first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2021 and held it in 2 quarters.
  • Pinnacle Private Wealth's BlackRock Enhanced Equity Dividend Trust position peaked at $461K in Q4 2021.
  • 186 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.