Capital Advisors Inc
MUJ icon

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

Capital Advisors Inc’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
2024
Q2 		– Sell
-10,065
Closed -$117K – 320
2024
Q1 		$117K Buy
+10,065
New +$116K ﹤0.01% 300

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RCM
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Guggenheim Capital
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Bank of America
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Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Advisors Inc's MUJ Position: Q2 2024 in Review

Capital Advisors Inc sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q2 2024, closing a stake of 10,065 shares — an estimated $117K sold.

Capital Advisors Inc first reported a position in MUJ in Q1 2024 and held it in 1 quarter. The position peaked at $117K in Q1 2024. 67 funds tracked by Wall St. Rank hold MUJ as of Q2 2024.

  • Capital Advisors Inc reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Inc sold 10,065 BlackRock MuniHoldings New Jersey Quality Fund shares in Q2 2024, an estimated $117K.
  • Capital Advisors Inc first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q1 2024 and held it in 1 quarter.
  • Capital Advisors Inc's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $117K in Q1 2024.
  • 67 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q2 2024.

Based on Capital Advisors Inc's 13F filing for Q2 2024, filed 31 Jul 2024.