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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
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

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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lenox Wealth Advisors's MUJ Position: Q3 2019 in Review

Lenox Wealth Advisors sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q3 2019, closing a stake of 3,943 shares — an estimated $55K sold.

Lenox Wealth Advisors first reported a position in MUJ in Q2 2019 and held it in 1 quarter. The position peaked at $55K in Q2 2019. 34 funds tracked by Wall St. Rank hold MUJ as of Q3 2019.

  • Lenox Wealth Advisors reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q3 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 3,943 BlackRock MuniHoldings New Jersey Quality Fund shares in Q3 2019, an estimated $55K.
  • Lenox Wealth Advisors first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q2 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $55K in Q2 2019.
  • 34 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q3 2019.

Based on Lenox Wealth Advisors's 13F filing for Q3 2019, filed 2 Oct 2019.