Fort Point Capital Partners’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Fort Point Capital Partners’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 Q3	–	Sell	-17,787	Closed	-$203K	–	322
2024 Q2	$203K	Buy	17,787 +1,698	+11%	+$19.1K	0.03%	303
2024 Q1	$187K	Buy	+16,089	New	+$185K	0.02%	312
2023 Q4	–	Sell	-16,253	Closed	-$164K	–	314
2023 Q3	$164K	Buy	+16,253	New	+$177K	0.03%	268

Other funds holding MUJ

MSL

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

RJFSA

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

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

Fort Point Capital Partners's MUJ Position: Q3 2024 in Review

Fort Point Capital Partners sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q3 2024, closing a stake of 17,787 shares — an estimated $203K sold.

Fort Point Capital Partners first reported a position in MUJ in Q3 2023 and held it in 3 quarters. The position peaked at $203K in Q2 2024. 61 funds tracked by Wall St. Rank hold MUJ as of Q3 2024.

Fort Point Capital Partners reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q3 2024 after selling out during the quarter.
Fort Point Capital Partners sold 17,787 BlackRock MuniHoldings New Jersey Quality Fund shares in Q3 2024, an estimated $203K.
Fort Point Capital Partners first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q3 2023 and held it in 3 quarters.
Fort Point Capital Partners's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $203K in Q2 2024.
61 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q3 2024.

Based on Fort Point Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.