Ackerman Capital Advisors’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Ackerman Capital Advisors’s Portfolio MUJ Stock Details MUJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-60,250	Closed	-$807K	–	134
2020 Q2	$807K	Buy	+60,250	New	+$774K	0.24%	40
2019 Q3	–	Sell	-12,406	Closed	-$173	–	160
2019 Q2	$173	Buy	+12,406	New	+$171K	﹤0.01%	157

Other funds holding MUJ

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWM

Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ackerman Capital Advisors's MUJ Position: Q3 2020 in Review

Ackerman Capital Advisors sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q3 2020, closing a stake of 60,250 shares — an estimated $807K sold.

Ackerman Capital Advisors first reported a position in MUJ in Q2 2019 and held it in 2 quarters. The position peaked at $807K in Q2 2020. 37 funds tracked by Wall St. Rank hold MUJ as of Q3 2020.

Ackerman Capital Advisors reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q3 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 60,250 BlackRock MuniHoldings New Jersey Quality Fund shares in Q3 2020, an estimated $807K.
Ackerman Capital Advisors first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q2 2019 and held it in 2 quarters.
Ackerman Capital Advisors's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $807K in Q2 2020.
37 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q3 2020.

Based on Ackerman Capital Advisors's 13F filing for Q3 2020, filed 2 Nov 2020.