EWA
BJZ

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

EP Wealth 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
2014
Q2 		– Sell
-10,600
Closed -$168K – 121
2014
Q1 		$168K Buy
+10,600
New +$171K 0.05% 110

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

EP Wealth Advisors's BJZ Position: Q2 2014 in Review

EP Wealth Advisors sold out of Blackrock Ca Muni 2018 Term Tr (BJZ) in Q2 2014, closing a stake of 10,600 shares — an estimated $168K sold.

EP Wealth Advisors first reported a position in BJZ in Q1 2014 and held it in 1 quarter. The position peaked at $168K in Q1 2014. 11 funds tracked by Wall St. Rank hold BJZ as of Q2 2014.

  • EP Wealth Advisors reported no remaining Blackrock Ca Muni 2018 Term Tr position as of Q2 2014 after selling out during the quarter.
  • EP Wealth Advisors sold 10,600 Blackrock Ca Muni 2018 Term Tr shares in Q2 2014, an estimated $168K.
  • EP Wealth Advisors first reported a position in Blackrock Ca Muni 2018 Term Tr in Q1 2014 and held it in 1 quarter.
  • EP Wealth Advisors's Blackrock Ca Muni 2018 Term Tr position peaked at $168K in Q1 2014.
  • 11 funds tracked by Wall St. Rank held Blackrock Ca Muni 2018 Term Tr as of Q2 2014.

Based on EP Wealth Advisors's 13F filing for Q2 2014, filed 25 Jul 2014.