Edge Wealth Management’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Edge Wealth Management’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
2022 Q1	–	Sell	-3,500	Closed	-$56K	–	318
2021 Q4	$56K	Hold	3,500	–	–	0.01%	171
2021 Q3	$55K	Hold	3,500	–	–	0.01%	179
2021 Q2	$56K	Hold	3,500	–	–	0.01%	185
2021 Q1	$52K	Hold	3,500	–	–	0.01%	190
2020 Q4	$51K	Sell	3,500 -5,675	-62%	-$79.5K	0.01%	179
2020 Q3	$125K	Sell	9,175 -21,600	-70%	-$302K	0.03%	132
2020 Q2	$412K	Sell	30,775 -8,700	-22%	-$112K	0.08%	103
2020 Q1	$525K	Hold	39,475	–	–	0.11%	91
2019 Q4	$566K	Sell	39,475 -1,100	-3%	-$15.7K	0.11%	95
2019 Q3	$577K	Hold	40,575	–	–	0.13%	86
2019 Q2	$566K	Hold	40,575	–	–	0.13%	89
2019 Q1	$554K	Sell	40,575 -500	-1%	-$6.58K	0.14%	89
2018 Q4	$517K	Buy	41,075 +24,175	+143%	+$302K	0.15%	85
2018 Q3	$212K	Sell	16,900 -36,754	-69%	-$474K	0.05%	140
2018 Q2	$708K	Sell	53,654 -19,310	-26%	-$256K	0.18%	77
2018 Q1	$977K	Buy	72,964 +32,710	+81%	+$447K	0.26%	62
2017 Q4	$580K	Buy	40,254 +2,473	+7%	+$35.6K	0.16%	77
2017 Q3	$550K	Sell	37,781 -3,749	-9%	-$55.2K	0.17%	73
2017 Q2	$600K	Hold	41,530	–	–	0.19%	69
2017 Q1	$591K	Sell	41,530 -24,848	-37%	-$352K	0.21%	66
2016 Q4	$921K	Buy	+66,378	New	+$958K	0.35%	54

Other funds holding MUJ

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $445B AUM 25.58% 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

Edge Wealth Management's MUJ Position: Q1 2022 in Review

Edge Wealth Management sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q1 2022, closing a stake of 3,500 shares — an estimated $56K sold.

Edge Wealth Management first reported a position in MUJ in Q4 2016 and held it in 21 quarters. The position peaked at $977K in Q1 2018. 34 funds tracked by Wall St. Rank hold MUJ as of Q1 2022.

Edge Wealth Management reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 3,500 BlackRock MuniHoldings New Jersey Quality Fund shares in Q1 2022, an estimated $56K.
Edge Wealth Management first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2016 and held it in 21 quarters.
Edge Wealth Management's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $977K in Q1 2018.
34 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.