JWCA
MUJ icon

J.W. Cole Advisors’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

J.W. Cole Advisors’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
2025
Q3 		– Sell
-254,324
Closed -$2.78M – 1583
2025
Q2 		$2.78M Buy
+254,324
New +$2.78M 0.06% 312
2025
Q1 		– Sell
-251,955
Closed -$2.79M – 1326
2024
Q4 		$2.79M Buy
251,955
+7,390
+3% +$86.5K 0.11% 177
2024
Q3 		$2.97M Buy
244,565
+42,196
+21% +$497K 0.12% 167
2024
Q2 		$2.3M Buy
202,369
+15,996
+9% +$180K 0.11% 194
2024
Q1 		$2.17M Buy
186,373
+11,000
+6% +$126K 0.11% 200
2023
Q4 		$2M Buy
175,373
+6,700
+4% +$71.2K 0.12% 190
2023
Q3 		$1.71M Buy
+168,673
New +$1.84M 0.13% 178

Other funds holding MUJ

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return