Private Advisory Group’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Private Advisory 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
2025 Q1	–	Sell	-22,800	Closed	-$189K	–	200
2024 Q4	$189K	Buy	+22,800	New	+$198K	0.02%	208
2018 Q3	–	Sell	-130,995	Closed	-$1.2M	–	116
2018 Q2	$1.2M	Buy	130,995 +94,685	+261%	+$855K	0.6%	56
2018 Q1	$317K	Buy	+36,310	New	+$333K	0.2%	84

Other funds holding BDJ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

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

Private Advisory Group's BDJ Position: Q1 2025 in Review

Private Advisory Group sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2025, closing a stake of 22,800 shares — an estimated $189K sold.

Private Advisory Group first reported a position in BDJ in Q1 2018 and held it in 3 quarters. The position peaked at $1.2M in Q2 2018. 209 funds tracked by Wall St. Rank hold BDJ as of Q1 2025.

Private Advisory Group reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2025 after selling out during the quarter.
Private Advisory Group sold 22,800 BlackRock Enhanced Equity Dividend Trust shares in Q1 2025, an estimated $189K.
Private Advisory Group first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2018 and held it in 3 quarters.
Private Advisory Group's BlackRock Enhanced Equity Dividend Trust position peaked at $1.2M in Q2 2018.
209 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2025.

Based on Private Advisory Group's 13F filing for Q1 2025, filed 8 May 2025.