Blackrock Ca Muni 2018 Term Tr
BJZ
BJZ was delisted on the 14th of December, 2018.
13 hedge funds and large institutions have $13.3M invested in Blackrock Ca Muni 2018 Term Tr in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
1% more capital invested
Capital invested by funds: $13.2M → $13.3M (+$97K)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$223K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$150K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$132K |
| 4 |
Morgan Stanley
New York
|
+$102K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$43K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$322K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$150K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$42.1K |
| 4 |
MA
MUFG Americas
New York
|
-$24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $3.68M | +$132K | +8,811 | +4% |
|
|
2
Morgan Stanley
New York
| $2.57M | +$102K | +6,808 | +4% |
|
3
UBS Group
Zurich,
Switzerland
| $1.91M | +$3.58K | +238 | +0.2% |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $1.61M | -$322K | -21,433 | -17% |
|
|
5
Wells Fargo
San Francisco,
California
| $678K | +$43K | +2,863 | +7% |
|
|
RC
6
Roundview Capital
Princeton,
New Jersey
| $624K | – | – | – |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $578K | +$150K | +10,000 | +35% |
|
|
MA
8
Menlo Advisors
Menlo Park,
California
| $562K | – | – | – |
|
|
SWP
9
Stratos Wealth Partners
Beachwood,
Ohio
| $410K | -$150K | -10,000 | -27% |
|
10
Bank of New York Mellon
New York
| $268K | – | – | – |
|
|
11
Commonwealth Equity Services
Waltham,
Massachusetts
| $223K | +$223K | +14,825 | New |
|
|
WS
12
Wedbush Securities
Los Angeles,
California
| $164K | +$5.26K | +350 | +3% |
|
|
13
Royal Bank of Canada
Toronto,
Ontario, Canada
| $29K | -$42.1K | -2,800 | -60% |
|
|
MA
14
MUFG Americas
New York
| – | -$24K | -1,618 | Closed |
|
BJZ Hedge Fund Activity: Q3 2017 in Review
13 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Blackrock Ca Muni 2018 Term Tr (BJZ) for Q3 2017, worth a combined $13.3M — up 0.73% from $13.2M a quarter earlier.
Fund positioning in BJZ was balanced in Q3 2017: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 3 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $223K. The largest seller was Ameriprise, cutting an estimated $322K.
- 13 institutional investors held Blackrock Ca Muni 2018 Term Tr (BJZ) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $13.3M of Blackrock Ca Muni 2018 Term Tr stock for Q3 2017, up 0.73% quarter-over-quarter.
- 1 fund opened new Blackrock Ca Muni 2018 Term Tr positions in Q3 2017 and 1 closed out, a net change of 0 holders.
- The largest Blackrock Ca Muni 2018 Term Tr buyer in Q3 2017 was Commonwealth Equity Services, an estimated $223K added.
- The largest Blackrock Ca Muni 2018 Term Tr seller in Q3 2017 was Ameriprise, an estimated $322K sold.
Based on aggregated 13F filings for Q3 2017.