GSC
BJZ

Ground Swell Capital’s Blackrock Ca Muni 2018 Term Tr BJZ Stock Holding History

Ground Swell Capital’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
Q3 		$3K Sell
200
-338
-63% -$5.17K 0.01% 1845
2014
Q2 		$8K Buy
+538
New +$8.46K 0.02% 881

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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ground Swell Capital's BJZ Position: Q3 2014 in Review

Ground Swell Capital reduced its Blackrock Ca Muni 2018 Term Tr (BJZ) stake by 63% in Q3 2014, selling an estimated $5.17K and leaving 200 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #1845.

Ground Swell Capital first reported a position in BJZ in Q2 2014 and has held it in 2 quarters since. The position peaked at $8K in Q2 2014. 12 funds tracked by Wall St. Rank hold BJZ as of Q3 2014.

  • Ground Swell Capital held 200 shares of Blackrock Ca Muni 2018 Term Tr worth $3K as of Q3 2014.
  • Ground Swell Capital sold 338 Blackrock Ca Muni 2018 Term Tr shares in Q3 2014, an estimated $5.17K.
  • Blackrock Ca Muni 2018 Term Tr made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1845 holding.
  • Ground Swell Capital first reported a position in Blackrock Ca Muni 2018 Term Tr in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Blackrock Ca Muni 2018 Term Tr position peaked at $8K in Q2 2014.
  • 12 funds tracked by Wall St. Rank held Blackrock Ca Muni 2018 Term Tr as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.