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

TD Private Client 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
2023
Q4 		– Sell
-4,378
Closed -$33.3K – 1221
2023
Q3 		$33.3K Buy
+4,378
New +$35K ﹤0.01% 845

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CW
Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Private Client Wealth's BDJ Position: Q4 2023 in Review

TD Private Client Wealth sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2023, closing a stake of 4,378 shares — an estimated $33.3K sold.

TD Private Client Wealth first reported a position in BDJ in Q3 2023 and held it in 1 quarter. The position peaked at $33.3K in Q3 2023. 213 funds tracked by Wall St. Rank hold BDJ as of Q4 2023.

  • TD Private Client Wealth reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2023 after selling out during the quarter.
  • TD Private Client Wealth sold 4,378 BlackRock Enhanced Equity Dividend Trust shares in Q4 2023, an estimated $33.3K.
  • TD Private Client Wealth first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2023 and held it in 1 quarter.
  • TD Private Client Wealth's BlackRock Enhanced Equity Dividend Trust position peaked at $33.3K in Q3 2023.
  • 213 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2023.

Based on TD Private Client Wealth's 13F filing for Q4 2023, filed 16 Aug 2024.