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SFI Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

SFI Advisors’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
2024
Q3 		– Sell
-37,841
Closed -$309K – 77
2024
Q2 		$309K Sell
37,841
-282
-0.7% -$2.29K 0.24% 54
2024
Q1 		$315K Buy
38,123
+8,003
+27% +$63.8K 0.25% 54
2023
Q4 		$232K Buy
+30,120
New +$227K 0.2% 68

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SFI Advisors's BDJ Position: Q3 2024 in Review

SFI Advisors sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2024, closing a stake of 37,841 shares — an estimated $309K sold.

SFI Advisors first reported a position in BDJ in Q4 2023 and held it in 3 quarters. The position peaked at $315K in Q1 2024. 210 funds tracked by Wall St. Rank hold BDJ as of Q3 2024.

  • SFI Advisors reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2024 after selling out during the quarter.
  • SFI Advisors sold 37,841 BlackRock Enhanced Equity Dividend Trust shares in Q3 2024, an estimated $309K.
  • SFI Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2023 and held it in 3 quarters.
  • SFI Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $315K in Q1 2024.
  • 210 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2024.

Based on SFI Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.