Wealth Quarterback’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Wealth Quarterback’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
2021 Q3	$3K	Buy	271 +5	+2%	+$50	﹤0.01%	643
2021 Q2	$3K	Buy	+266	New	+$2.67K	﹤0.01%	677
2020 Q2	–	Sell	-243	Closed	-$1.59K	–	168
2020 Q1	$1.59K	Sell	243 -58	-19%	-$495	﹤0.01%	782
2019 Q4	$2.99K	Buy	+301	New	+$2.83K	﹤0.01%	712

Other funds holding BDJ

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Quarterback's BDJ Position: Q3 2021 in Review

Wealth Quarterback increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 1.9% in Q3 2021, buying an estimated $50 and bringing the position to 271 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Wealth Quarterback first reported a position in BDJ in Q4 2019 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold BDJ as of Q3 2021.

Wealth Quarterback held 271 shares of BlackRock Enhanced Equity Dividend Trust worth $3K as of Q3 2021.
Wealth Quarterback bought 5 BlackRock Enhanced Equity Dividend Trust shares in Q3 2021, an estimated $50.
BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #643 holding.
Wealth Quarterback first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2019 and has held it in 4 quarters since.
161 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.