SA
BDJ icon

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

SpiderRock 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 		$121K Hold
14,000
– – ﹤0.01% 812
2024
Q2 		$114K Hold
14,000
– – ﹤0.01% 749
2024
Q1 		$112K Buy
+14,000
New +$112K ﹤0.01% 712

Other funds holding BDJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SpiderRock Advisors's BDJ Position: Q3 2024 in Review

SpiderRock Advisors held its BlackRock Enhanced Equity Dividend Trust (BDJ) position steady in Q3 2024 at 14,000 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

SpiderRock Advisors first reported a position in BDJ in Q1 2024 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold BDJ as of Q3 2024.

  • SpiderRock Advisors held 14,000 shares of BlackRock Enhanced Equity Dividend Trust worth $121K as of Q3 2024.
  • SpiderRock Advisors left its BlackRock Enhanced Equity Dividend Trust share count unchanged in Q3 2024.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #812 holding.
  • SpiderRock Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2024 and has held it in 3 quarters since.
  • 209 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.