MUFG Americas’s Blackrock Ca Muni 2018 Term Tr BJZ Stock Holding History

MUFG Americas’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 Q3	–	Sell	-1,618	Closed	-$24K	–	1277
2017 Q2	$24K	Buy	1,618 +6	+0.4%	+$91	﹤0.01%	677
2017 Q1	$24K	Buy	1,612 +6	+0.4%	+$91	﹤0.01%	683
2016 Q4	$24K	Buy	1,606 +2	+0.1%	+$30	﹤0.01%	684
2016 Q3	$24K	Buy	+1,604	New	+$24.3K	﹤0.01%	692

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

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

MUFG Americas's BJZ Position: Q3 2017 in Review

MUFG Americas sold out of Blackrock Ca Muni 2018 Term Tr (BJZ) in Q3 2017, closing a stake of 1,618 shares — an estimated $24K sold.

MUFG Americas first reported a position in BJZ in Q3 2016 and held it in 4 quarters. The position peaked at $24K in Q2 2017. 13 funds tracked by Wall St. Rank hold BJZ as of Q3 2017.

MUFG Americas reported no remaining Blackrock Ca Muni 2018 Term Tr position as of Q3 2017 after selling out during the quarter.
MUFG Americas sold 1,618 Blackrock Ca Muni 2018 Term Tr shares in Q3 2017, an estimated $24K.
MUFG Americas first reported a position in Blackrock Ca Muni 2018 Term Tr in Q3 2016 and held it in 4 quarters.
MUFG Americas's Blackrock Ca Muni 2018 Term Tr position peaked at $24K in Q2 2017.
13 funds tracked by Wall St. Rank held Blackrock Ca Muni 2018 Term Tr as of Q3 2017.

Based on MUFG Americas's 13F filing for Q3 2017, filed 13 Nov 2017.