Apriem Advisors’s Blackrock Ca Muni 2018 Term Tr BJZ Stock Holding History

Apriem Advisors’s Portfolio BJZ Stock Details BJZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-787	Closed	-$12K	–	440
2018 Q2	$12K	Buy	+787	New	+$11.6K	﹤0.01%	412
2017 Q2	–	Sell	-787	Closed	-$12K	–	682
2017 Q1	$12K	Hold	787	–	–	﹤0.01%	405
2016 Q4	$12K	Hold	787	–	–	﹤0.01%	430
2016 Q3	$12K	Hold	787	–	–	﹤0.01%	393
2016 Q2	$12K	Hold	787	–	–	﹤0.01%	399
2016 Q1	$12K	Hold	787	–	–	﹤0.01%	365
2015 Q4	$12K	Hold	787	–	–	﹤0.01%	362
2015 Q3	$12K	Hold	787	–	–	﹤0.01%	348
2015 Q2	$12K	Hold	787	–	–	﹤0.01%	403
2015 Q1	$12K	Hold	787	–	–	﹤0.01%	397
2014 Q4	$12K	Hold	787	–	–	﹤0.01%	361
2014 Q3	$12K	Hold	787	–	–	﹤0.01%	369
2014 Q2	$12K	Hold	787	–	–	﹤0.01%	329
2014 Q1	$12K	Hold	787	–	–	﹤0.01%	349
2013 Q4	$12K	Hold	787	–	–	﹤0.01%	346
2013 Q3	$12K	Hold	787	–	–	0.01%	343
2013 Q2	$12K	Buy	+787	New	+$12.5K	0.01%	318

Other funds holding BJZ

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VIM

Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

Apriem Advisors's BJZ Position: Q3 2018 in Review

Apriem Advisors sold out of Blackrock Ca Muni 2018 Term Tr (BJZ) in Q3 2018, closing a stake of 787 shares — an estimated $12K sold.

Apriem Advisors first reported a position in BJZ in Q2 2013 and held it in 17 quarters. The position peaked at $12K in Q2 2018. 20 funds tracked by Wall St. Rank hold BJZ as of Q3 2018.

Apriem Advisors reported no remaining Blackrock Ca Muni 2018 Term Tr position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 787 Blackrock Ca Muni 2018 Term Tr shares in Q3 2018, an estimated $12K.
Apriem Advisors first reported a position in Blackrock Ca Muni 2018 Term Tr in Q2 2013 and held it in 17 quarters.
Apriem Advisors's Blackrock Ca Muni 2018 Term Tr position peaked at $12K in Q2 2018.
20 funds tracked by Wall St. Rank held Blackrock Ca Muni 2018 Term Tr as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.