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Cornerstone Planning Group’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Cornerstone Planning Group’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
2023
Q4 		– Sell
-13,574
Closed -$137K – 995
2023
Q3 		$137K Hold
13,574
– – 0.05% 95
2023
Q2 		$152K Buy
+13,574
New +$152K 0.06% 103
2022
Q4 		$158K Buy
+13,574
New +$154K 0.07% 114

Other funds holding MUJ

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cornerstone Planning Group's MUJ Position: Q4 2023 in Review

Cornerstone Planning Group sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q4 2023, closing a stake of 13,574 shares — an estimated $137K sold.

Cornerstone Planning Group first reported a position in MUJ in Q4 2022 and held it in 3 quarters. The position peaked at $158K in Q4 2022. 70 funds tracked by Wall St. Rank hold MUJ as of Q4 2023.

  • Cornerstone Planning Group reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 13,574 BlackRock MuniHoldings New Jersey Quality Fund shares in Q4 2023, an estimated $137K.
  • Cornerstone Planning Group first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $158K in Q4 2022.
  • 70 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.