WealthPLAN Partners’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-851	Closed	-$7.1K	–	382
2023 Q2	$7.1K	Hold	851	–	–	﹤0.01%	850
2023 Q1	$7.31K	Buy	+851	New	+$7.59K	﹤0.01%	933
2017 Q2	–	Sell	-1,000	Closed	-$8.49K	–	204
2017 Q1	$8.49K	Buy	+1,000	New	+$8.34K	0.03%	290
2016 Q3	$23.3K	Sell	2,994 -1,000	-25%	-$7.98K	0.01%	453
2016 Q2	$23.6K	Buy	+3,994	New	+$30.5K	﹤0.01%	1315
2015 Q4	$22.8K	Buy	+2,994	New	+$22.6K	﹤0.01%	874

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Cook Wealth Raleigh, North Carolina $206M AUM 4.73% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

WealthPLAN Partners's BDJ Position: Q3 2023 in Review

WealthPLAN Partners sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q3 2023, closing a stake of 851 shares — an estimated $7.1K sold.

WealthPLAN Partners first reported a position in BDJ in Q4 2015 and held it in 6 quarters. The position peaked at $23.6K in Q2 2016. 198 funds tracked by Wall St. Rank hold BDJ as of Q3 2023.

WealthPLAN Partners reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 851 BlackRock Enhanced Equity Dividend Trust shares in Q3 2023, an estimated $7.1K.
WealthPLAN Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q4 2015 and held it in 6 quarters.
WealthPLAN Partners's BlackRock Enhanced Equity Dividend Trust position peaked at $23.6K in Q2 2016.
198 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.