SWP
BJZ

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

Stratos Wealth 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
2017
Q4 		– Sell
-27,250
Closed -$410K – 2881
2017
Q3 		$410K Sell
27,250
-10,000
-27% -$150K 0.02% 566
2017
Q2 		$561K Sell
37,250
-400
-1% -$6.03K 0.03% 418
2017
Q1 		$571K Buy
37,650
+750
+2% +$11.3K 0.03% 393
2016
Q4 		$555K Buy
36,900
+20,900
+131% +$316K 0.03% 359
2016
Q3 		$243K Buy
+16,000
New +$242K 0.02% 556

Other funds holding BJZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VIM
Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Stratos Wealth Partners's BJZ Position: Q4 2017 in Review

Stratos Wealth Partners sold out of Blackrock Ca Muni 2018 Term Tr (BJZ) in Q4 2017, closing a stake of 27,250 shares — an estimated $410K sold.

Stratos Wealth Partners first reported a position in BJZ in Q3 2016 and held it in 5 quarters. The position peaked at $571K in Q1 2017. 14 funds tracked by Wall St. Rank hold BJZ as of Q4 2017.

  • Stratos Wealth Partners reported no remaining Blackrock Ca Muni 2018 Term Tr position as of Q4 2017 after selling out during the quarter.
  • Stratos Wealth Partners sold 27,250 Blackrock Ca Muni 2018 Term Tr shares in Q4 2017, an estimated $410K.
  • Stratos Wealth Partners first reported a position in Blackrock Ca Muni 2018 Term Tr in Q3 2016 and held it in 5 quarters.
  • Stratos Wealth Partners's Blackrock Ca Muni 2018 Term Tr position peaked at $571K in Q1 2017.
  • 14 funds tracked by Wall St. Rank held Blackrock Ca Muni 2018 Term Tr as of Q4 2017.

Based on Stratos Wealth Partners's 13F filing for Q4 2017, filed 9 Feb 2018.