Creative Planning
BJZ

Creative Planning’s Blackrock Ca Muni 2018 Term Tr BJZ Stock Holding History

Creative Planning’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
2016
Q1 		– Sell
-2,655
Closed -$40K – 4838
2015
Q4 		$40K Buy
+2,655
New +$39.6K ﹤0.01% 2311

Other funds holding BJZ

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
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's BJZ Position: Q1 2016 in Review

Creative Planning sold out of Blackrock Ca Muni 2018 Term Tr (BJZ) in Q1 2016, closing a stake of 2,655 shares — an estimated $40K sold.

Creative Planning first reported a position in BJZ in Q4 2015 and held it in 1 quarter. The position peaked at $40K in Q4 2015. 17 funds tracked by Wall St. Rank hold BJZ as of Q1 2016.

  • Creative Planning reported no remaining Blackrock Ca Muni 2018 Term Tr position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 2,655 Blackrock Ca Muni 2018 Term Tr shares in Q1 2016, an estimated $40K.
  • Creative Planning first reported a position in Blackrock Ca Muni 2018 Term Tr in Q4 2015 and held it in 1 quarter.
  • Creative Planning's Blackrock Ca Muni 2018 Term Tr position peaked at $40K in Q4 2015.
  • 17 funds tracked by Wall St. Rank held Blackrock Ca Muni 2018 Term Tr as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.