BRWA
BLJ

B. Riley Wealth Advisors’s BlackRock New Jersey Municipal Bond Trust BLJ Stock Holding History

B. Riley Wealth Advisors’s Portfolio BLJ Stock Details BLJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-740
Closed -$11 – 2400
2014
Q4 		$11 Buy
+740
New +$11K ﹤0.01% 2839
2013
Q3 		– Sell
-5,122
Closed -$75K – 769
2013
Q2 		$75K Buy
+5,122
New +$82.5K 0.03% 616

Other funds holding BLJ

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Advisors's BLJ Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of BlackRock New Jersey Municipal Bond Trust (BLJ) in Q1 2015, closing a stake of 740 shares — an estimated $11 sold.

B. Riley Wealth Advisors first reported a position in BLJ in Q2 2013 and held it in 2 quarters. The position peaked at $75K in Q2 2013. 9 funds tracked by Wall St. Rank hold BLJ as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining BlackRock New Jersey Municipal Bond Trust position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 740 BlackRock New Jersey Municipal Bond Trust shares in Q1 2015, an estimated $11.
  • B. Riley Wealth Advisors first reported a position in BlackRock New Jersey Municipal Bond Trust in Q2 2013 and held it in 2 quarters.
  • B. Riley Wealth Advisors's BlackRock New Jersey Municipal Bond Trust position peaked at $75K in Q2 2013.
  • 9 funds tracked by Wall St. Rank held BlackRock New Jersey Municipal Bond Trust as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.