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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-42,370
Closed -$632K 42
2018
Q3
$632K Hold
42,370
0.43% 30
2018
Q2
$626K Hold
42,370
0.46% 29
2018
Q1
$625K Hold
42,370
0.45% 30
2017
Q4
$616K Buy
42,370
+5,000
+13% +$74.8K 0.45% 30
2017
Q3
$562K Hold
37,370
0.43% 31
2017
Q2
$563K Buy
37,370
+3,600
+11% +$54.3K 0.41% 31
2017
Q1
$511K Hold
33,770
0.38% 31
2016
Q4
$507K Hold
33,770
0.41% 30
2016
Q3
$512K Hold
33,770
0.41% 29
2016
Q2
$512K Buy
33,770
+4,700
+16% +$71.1K 0.44% 29
2016
Q1
$437K Buy
29,070
+2,000
+7% +$30K 0.4% 28
2015
Q4
$406K Buy
+27,070
New +$404K 0.36% 30

Menlo Advisors's BJZ Position: Q4 2018 in Review

Menlo Advisors sold out of Blackrock Ca Muni 2018 Term Tr (BJZ) in Q4 2018, closing a stake of 42,370 shares — an estimated $632K sold.

Menlo Advisors first reported a position in BJZ in Q4 2015 and held it in 12 quarters. The position peaked at $632K in Q3 2018. 0 funds tracked by Wall St. Rank hold BJZ as of Q4 2018.

  • Menlo Advisors reported no remaining Blackrock Ca Muni 2018 Term Tr position as of Q4 2018 after selling out during the quarter.
  • Menlo Advisors sold 42,370 Blackrock Ca Muni 2018 Term Tr shares in Q4 2018, an estimated $632K.
  • Menlo Advisors first reported a position in Blackrock Ca Muni 2018 Term Tr in Q4 2015 and held it in 12 quarters.
  • Menlo Advisors's Blackrock Ca Muni 2018 Term Tr position peaked at $632K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Blackrock Ca Muni 2018 Term Tr as of Q4 2018.

Based on Menlo Advisors's 13F filing for Q4 2018, filed 9 Jan 2019.