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

Belmont Capital’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
2021 Q4	–	Sell	-18,049	Closed	-$282K	–	78
2021 Q3	$282K	Hold	18,049	–	–	0.23%	17
2021 Q2	$288K	Buy	+18,049	New	+$279K	0.3%	15

Other funds holding MUJ

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Belmont Capital's MUJ Position: Q4 2021 in Review

Belmont Capital sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q4 2021, closing a stake of 18,049 shares — an estimated $282K sold.

Belmont Capital first reported a position in MUJ in Q2 2021 and held it in 2 quarters. The position peaked at $288K in Q2 2021. 36 funds tracked by Wall St. Rank hold MUJ as of Q4 2021.

Belmont Capital reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q4 2021 after selling out during the quarter.
Belmont Capital sold 18,049 BlackRock MuniHoldings New Jersey Quality Fund shares in Q4 2021, an estimated $282K.
Belmont Capital first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q2 2021 and held it in 2 quarters.
Belmont Capital's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $288K in Q2 2021.
36 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q4 2021.

Based on Belmont Capital's 13F filing for Q4 2021, filed 19 Jan 2022.