WAM
BLJ

Wealthspire Advisors (Maryland)’s BlackRock New Jersey Municipal Bond Trust BLJ Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q1 		– Sell
-3,082
Closed -$45K – 2728
2017
Q4 		$45K Sell
3,082
-949
-24% -$14K ﹤0.01% 1054
2017
Q3 		$60K Buy
4,031
+36
+0.9% +$540 0.01% 903
2017
Q2 		$59K Buy
+3,995
New +$59.2K 0.01% 892

Other funds holding BLJ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BLJ Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of BlackRock New Jersey Municipal Bond Trust (BLJ) in Q1 2018, closing a stake of 3,082 shares — an estimated $45K sold.

Wealthspire Advisors (Maryland) first reported a position in BLJ in Q2 2017 and held it in 3 quarters. The position peaked at $60K in Q3 2017. 12 funds tracked by Wall St. Rank hold BLJ as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining BlackRock New Jersey Municipal Bond Trust position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,082 BlackRock New Jersey Municipal Bond Trust shares in Q1 2018, an estimated $45K.
  • Wealthspire Advisors (Maryland) first reported a position in BlackRock New Jersey Municipal Bond Trust in Q2 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s BlackRock New Jersey Municipal Bond Trust position peaked at $60K in Q3 2017.
  • 12 funds tracked by Wall St. Rank held BlackRock New Jersey Municipal Bond Trust as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.