TWA
BJZ

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

TCI Wealth Advisors’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
Q1 		– Sell
-400
Closed -$6K – 1474
2016
Q4 		$6K Buy
+400
New +$6.05K ﹤0.01% 758

Other funds holding BJZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RC
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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCI Wealth Advisors's BJZ Position: Q1 2017 in Review

TCI Wealth Advisors sold out of Blackrock Ca Muni 2018 Term Tr (BJZ) in Q1 2017, closing a stake of 400 shares — an estimated $6K sold.

TCI Wealth Advisors first reported a position in BJZ in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 15 funds tracked by Wall St. Rank hold BJZ as of Q1 2017.

  • TCI Wealth Advisors reported no remaining Blackrock Ca Muni 2018 Term Tr position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 400 Blackrock Ca Muni 2018 Term Tr shares in Q1 2017, an estimated $6K.
  • TCI Wealth Advisors first reported a position in Blackrock Ca Muni 2018 Term Tr in Q4 2016 and held it in 1 quarter.
  • TCI Wealth Advisors's Blackrock Ca Muni 2018 Term Tr position peaked at $6K in Q4 2016.
  • 15 funds tracked by Wall St. Rank held Blackrock Ca Muni 2018 Term Tr as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.