MFS
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MSI Financial Services’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

MSI Financial Services’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
2016
Q4 		$22K Hold
1,600
– – ﹤0.01% 2340
2016
Q3 		$25K Buy
+1,600
New +$25.6K ﹤0.01% 2238
2015
Q4 		– Sell
-1,347
Closed -$18K – 3926
2015
Q3 		$18K Hold
1,347
– – ﹤0.01% 1773
2015
Q2 		$18K Hold
1,347
– – ﹤0.01% 1845
2015
Q1 		$20K Hold
1,347
– – ﹤0.01% 1805
2014
Q4 		$19K Hold
1,347
– – ﹤0.01% 1539
2014
Q3 		$19K Hold
1,347
– – ﹤0.01% 1513
2014
Q2 		$19K Buy
+1,347
New +$19.2K ﹤0.01% 1510

Other funds holding MUJ

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AAM
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Morgan Stanley
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MSL
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UBS Group
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RJFSA
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return