AWM
BJZ

Avitas Wealth Management’s Blackrock Ca Muni 2018 Term Tr BJZ Stock Holding History

Avitas Wealth Management’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
Q4 		– Sell
-24,400
Closed -$364K – 196
2018
Q3 		$364K Hold
24,400
– – 0.1% 147
2018
Q2 		$361K Buy
+24,400
New +$361K 0.11% 149

Avitas Wealth Management's BJZ Position: Q4 2018 in Review

Avitas Wealth Management sold out of Blackrock Ca Muni 2018 Term Tr (BJZ) in Q4 2018, closing a stake of 24,400 shares — an estimated $364K sold.

Avitas Wealth Management first reported a position in BJZ in Q2 2018 and held it in 2 quarters. The position peaked at $364K in Q3 2018. 0 funds tracked by Wall St. Rank hold BJZ as of Q4 2018.

  • Avitas Wealth Management reported no remaining Blackrock Ca Muni 2018 Term Tr position as of Q4 2018 after selling out during the quarter.
  • Avitas Wealth Management sold 24,400 Blackrock Ca Muni 2018 Term Tr shares in Q4 2018, an estimated $364K.
  • Avitas Wealth Management first reported a position in Blackrock Ca Muni 2018 Term Tr in Q2 2018 and held it in 2 quarters.
  • Avitas Wealth Management's Blackrock Ca Muni 2018 Term Tr position peaked at $364K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Blackrock Ca Muni 2018 Term Tr as of Q4 2018.

Based on Avitas Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.