WP
BJZ

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

WealthPLAN 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
2015
Q4 		$210 Buy
+14,000
New +$209K ﹤0.01% 1616

Other funds holding BJZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's BJZ Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in Blackrock Ca Muni 2018 Term Tr (BJZ) in Q4 2015: 14,000 shares worth $210. The stake represents ﹤0.01% of the portfolio and ranks #1616 among its holdings.

19 funds tracked by Wall St. Rank hold BJZ as of Q4 2015.

  • WealthPLAN Partners held 14,000 shares of Blackrock Ca Muni 2018 Term Tr worth $210 as of Q4 2015.
  • Blackrock Ca Muni 2018 Term Tr was a new WealthPLAN Partners position in Q4 2015.
  • Blackrock Ca Muni 2018 Term Tr made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1616 holding.
  • 19 funds tracked by Wall St. Rank held Blackrock Ca Muni 2018 Term Tr as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.