Blackrock Ca Muni 2018 Term Tr
BJZ
BJZ was delisted on the 14th of December, 2018.
11 hedge funds and large institutions have $5.11M invested in Blackrock Ca Muni 2018 Term Tr in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
0% more capital invested
Capital invested by funds: $5.1M → $5.11M (+$8K)
8% less funds holding
Funds holding: 12 → 11 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$254K |
| 2 |
Morgan Stanley
New York
|
+$58.1K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$52.6K |
| 4 |
LPL Financial
San Diego,
California
|
+$6.29K |
| 5 |
NES
New England Securities
New York
|
+$252 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$168K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$42K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$26.5K |
| 4 |
Citigroup
New York
|
-$19.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $1.86M | +$254K | +16,123 | +15% |
|
|
2
Morgan Stanley
New York
| $1.68M | +$58.1K | +3,695 | +4% |
|
|
U
3
UBS
Zurich,
Switzerland
| $717K | -$26.5K | -1,687 | -4% |
|
|
4
Wells Fargo
San Francisco,
California
| $501K | +$52.6K | +3,340 | +11% |
|
|
5
LPL Financial
San Diego,
California
| $240K | +$6.29K | +400 | +3% |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $31K | – | – | – |
|
|
NES
7
New England Securities
New York
| $30K | +$252 | +16 | +0.8% |
|
|
PAS
8
Partnervest Advisory Services
Santa Barbara,
California
| $20K | – | – | – |
|
|
AA
9
Apriem Advisors
Irvine,
California
| $12K | – | – | – |
|
|
GSC
10
Ground Swell Capital
Folly Beach,
South Carolina
| $8K | +$8.46K | +538 | New |
|
|
11
Citigroup
New York
| $7K | -$19.7K | -1,254 | -74% |
|
|
EWA
12
EP Wealth Advisors
Torrance,
California
| – | -$168K | -10,600 | Closed |
|
|
13
Ameriprise
Minneapolis,
Minnesota
| – | -$42K | -2,635 | Closed |
|
BJZ Hedge Fund Activity: Q2 2014 in Review
11 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Blackrock Ca Muni 2018 Term Tr (BJZ) for Q2 2014, worth a combined $5.11M — up 0.16% from $5.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BJZ and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 5 added.
The largest buyer was Bank of America, adding an estimated $254K. The largest seller was EP Wealth Advisors, exiting entirely with an estimated $168K sold.
- 11 institutional investors held Blackrock Ca Muni 2018 Term Tr (BJZ) as of Q2 2014, down from 12 in Q1 2014.
- Funds reported $5.11M of Blackrock Ca Muni 2018 Term Tr stock for Q2 2014, up 0.16% quarter-over-quarter.
- 1 fund opened new Blackrock Ca Muni 2018 Term Tr positions in Q2 2014 and 2 closed out, a net change of -1 holder.
- The largest Blackrock Ca Muni 2018 Term Tr buyer in Q2 2014 was Bank of America, an estimated $254K added.
- The largest Blackrock Ca Muni 2018 Term Tr seller in Q2 2014 was EP Wealth Advisors, an estimated $168K sold.
Based on aggregated 13F filings for Q2 2014.