Commonwealth Equity Services
BJZ

Commonwealth Equity Services’s Blackrock Ca Muni 2018 Term Tr BJZ Stock Holding History

Commonwealth Equity Services’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
Q1 		– Sell
-14,825
Closed -$216K – 2842
2017
Q4 		$216K Hold
14,825
– – ﹤0.01% 2312
2017
Q3 		$223K Buy
+14,825
New +$223K ﹤0.01% 2198

Other funds holding BJZ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services's BJZ Position: Q1 2018 in Review

Commonwealth Equity Services sold out of Blackrock Ca Muni 2018 Term Tr (BJZ) in Q1 2018, closing a stake of 14,825 shares — an estimated $216K sold.

Commonwealth Equity Services first reported a position in BJZ in Q3 2017 and held it in 2 quarters. The position peaked at $223K in Q3 2017. 18 funds tracked by Wall St. Rank hold BJZ as of Q1 2018.

  • Commonwealth Equity Services reported no remaining Blackrock Ca Muni 2018 Term Tr position as of Q1 2018 after selling out during the quarter.
  • Commonwealth Equity Services sold 14,825 Blackrock Ca Muni 2018 Term Tr shares in Q1 2018, an estimated $216K.
  • Commonwealth Equity Services first reported a position in Blackrock Ca Muni 2018 Term Tr in Q3 2017 and held it in 2 quarters.
  • Commonwealth Equity Services's Blackrock Ca Muni 2018 Term Tr position peaked at $223K in Q3 2017.
  • 18 funds tracked by Wall St. Rank held Blackrock Ca Muni 2018 Term Tr as of Q1 2018.

Based on Commonwealth Equity Services's 13F filing for Q1 2018, filed 14 May 2018.