RBC
BDJ icon

Romano Brothers & Co’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Romano Brothers & Co’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
-3,000
Closed -$27K – 361
2022
Q4 		$27K Buy
+3,000
New +$26.5K ﹤0.01% 571

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

Romano Brothers & Co's BDJ Position: Q1 2023 in Review

Romano Brothers & Co sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q1 2023, closing a stake of 3,000 shares — an estimated $27K sold.

Romano Brothers & Co first reported a position in BDJ in Q4 2022 and held it in 1 quarter. The position peaked at $27K in Q4 2022. 193 funds tracked by Wall St. Rank hold BDJ as of Q1 2023.

  • Romano Brothers & Co reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 3,000 BlackRock Enhanced Equity Dividend Trust shares in Q1 2023, an estimated $27K.
  • Romano Brothers & Co first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's BlackRock Enhanced Equity Dividend Trust position peaked at $27K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.