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LWA
Lenox Wealth Advisors’s
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
Stock Holding History
Lenox Wealth Advisors’s Portfolio
MUJ Stock Details
MUJ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-3,943
Closed
-$55K
–
633
2019
Q2
$55K
Buy
+3,943
New
+$54.3K
0.01%
138
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SIA
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GC
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1-Year Est. Return
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
RCM
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1-Year Est. Return
Bank of America
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$1.37T AUM
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$530B AUM
22.01%
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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