GSC
BLJ

Ground Swell Capital’s BlackRock New Jersey Municipal Bond Trust BLJ Stock Holding History

Ground Swell Capital’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
2014
Q3 		$9K Buy
600
+204
+52% +$2.98K 0.02% 1133
2014
Q2 		$6K Buy
+396
New +$5.82K 0.01% 1027

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Ground Swell Capital increased its BlackRock New Jersey Municipal Bond Trust (BLJ) stake by 52% in Q3 2014, buying an estimated $2.98K and bringing the position to 600 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #1133.

Ground Swell Capital first reported a position in BLJ in Q2 2014 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold BLJ as of Q3 2014.

  • Ground Swell Capital held 600 shares of BlackRock New Jersey Municipal Bond Trust worth $9K as of Q3 2014.
  • Ground Swell Capital bought 204 BlackRock New Jersey Municipal Bond Trust shares in Q3 2014, an estimated $2.98K.
  • BlackRock New Jersey Municipal Bond Trust made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1133 holding.
  • Ground Swell Capital first reported a position in BlackRock New Jersey Municipal Bond Trust in Q2 2014 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held BlackRock New Jersey Municipal Bond Trust as of Q3 2014.

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