LPL Financial’s Blackrock Ca Muni 2018 Term Tr BJZ Stock Holding History

LPL Financial’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
2017 Q2	–	Sell	-29,607	Closed	-$446K	–	3093
2017 Q1	$446K	Sell	29,607 -400	-1%	-$6.04K	﹤0.01%	1907
2016 Q4	$455K	Buy	+30,007	New	+$454K	﹤0.01%	1825
2016 Q3	–	Sell	-10,402	Closed	-$157K	–	2826
2016 Q2	$157K	Sell	10,402 -10,402	-50%	-$157K	﹤0.01%	2433
2016 Q1	$314K	Sell	20,804 -2,800	-12%	-$42.1K	﹤0.01%	2479
2015 Q4	$354K	Buy	+23,604	New	+$352K	﹤0.01%	2420
2014 Q4	–	Sell	-15,500	Closed	-$236K	–	2892
2014 Q3	$236K	Hold	15,500	–	–	﹤0.01%	2340
2014 Q2	$240K	Buy	15,500 +400	+3%	+$6.29K	﹤0.01%	2367
2014 Q1	$239K	Hold	15,100	–	–	﹤0.01%	2307
2013 Q4	$238K	Sell	15,100 -4,150	-22%	-$65K	﹤0.01%	2303
2013 Q3	$300K	Sell	19,250 -12,550	-39%	-$194K	﹤0.01%	2002
2013 Q2	$487K	Buy	+31,800	New	+$505K	﹤0.01%	1578

Other funds holding BJZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial's BJZ Position: Q2 2017 in Review

LPL Financial sold out of Blackrock Ca Muni 2018 Term Tr (BJZ) in Q2 2017, closing a stake of 29,607 shares — an estimated $446K sold.

LPL Financial first reported a position in BJZ in Q2 2013 and held it in 11 quarters. The position peaked at $487K in Q2 2013. 13 funds tracked by Wall St. Rank hold BJZ as of Q2 2017.

LPL Financial reported no remaining Blackrock Ca Muni 2018 Term Tr position as of Q2 2017 after selling out during the quarter.
LPL Financial sold 29,607 Blackrock Ca Muni 2018 Term Tr shares in Q2 2017, an estimated $446K.
LPL Financial first reported a position in Blackrock Ca Muni 2018 Term Tr in Q2 2013 and held it in 11 quarters.
LPL Financial's Blackrock Ca Muni 2018 Term Tr position peaked at $487K in Q2 2013.
13 funds tracked by Wall St. Rank held Blackrock Ca Muni 2018 Term Tr as of Q2 2017.

Based on LPL Financial's 13F filing for Q2 2017, filed 14 Aug 2017.