NFG
BLJ

Next Financial Group’s BlackRock New Jersey Municipal Bond Trust BLJ Stock Holding History

Next Financial Group’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
2017
Q1 		– Sell
-718
Closed -$10K – 2462
2016
Q4 		$10K Buy
+718
New +$11.3K ﹤0.01% 1671
2015
Q1 		– Sell
-2,095
Closed -$32K – 2020
2014
Q4 		$32K Buy
2,095
+1,095
+110% +$16.2K 0.01% 817
2014
Q3 		$15K Buy
+1,000
New +$14.6K ﹤0.01% 1583

Other funds holding BLJ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Next Financial Group's BLJ Position: Q1 2017 in Review

Next Financial Group sold out of BlackRock New Jersey Municipal Bond Trust (BLJ) in Q1 2017, closing a stake of 718 shares — an estimated $10K sold.

Next Financial Group first reported a position in BLJ in Q3 2014 and held it in 3 quarters. The position peaked at $32K in Q4 2014. 11 funds tracked by Wall St. Rank hold BLJ as of Q1 2017.

  • Next Financial Group reported no remaining BlackRock New Jersey Municipal Bond Trust position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 718 BlackRock New Jersey Municipal Bond Trust shares in Q1 2017, an estimated $10K.
  • Next Financial Group first reported a position in BlackRock New Jersey Municipal Bond Trust in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's BlackRock New Jersey Municipal Bond Trust position peaked at $32K in Q4 2014.
  • 11 funds tracked by Wall St. Rank held BlackRock New Jersey Municipal Bond Trust as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.