IP
BJZ

Intellectus Partners’s Blackrock Ca Muni 2018 Term Tr BJZ Stock Holding History

Intellectus Partners’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
Q2 		– Sell
-12,794
Closed -$162K – 639
2018
Q1 		$162K Buy
+12,794
New +$189K 0.06% 240

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

Intellectus Partners's BJZ Position: Q2 2018 in Review

Intellectus Partners sold out of Blackrock Ca Muni 2018 Term Tr (BJZ) in Q2 2018, closing a stake of 12,794 shares — an estimated $162K sold.

Intellectus Partners first reported a position in BJZ in Q1 2018 and held it in 1 quarter. The position peaked at $162K in Q1 2018. 18 funds tracked by Wall St. Rank hold BJZ as of Q2 2018.

  • Intellectus Partners reported no remaining Blackrock Ca Muni 2018 Term Tr position as of Q2 2018 after selling out during the quarter.
  • Intellectus Partners sold 12,794 Blackrock Ca Muni 2018 Term Tr shares in Q2 2018, an estimated $162K.
  • Intellectus Partners first reported a position in Blackrock Ca Muni 2018 Term Tr in Q1 2018 and held it in 1 quarter.
  • Intellectus Partners's Blackrock Ca Muni 2018 Term Tr position peaked at $162K in Q1 2018.
  • 18 funds tracked by Wall St. Rank held Blackrock Ca Muni 2018 Term Tr as of Q2 2018.

Based on Intellectus Partners's 13F filing for Q2 2018, filed 14 Aug 2018.