NFG
MUJ icon

Next Financial Group’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Next Financial Group’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
Q3 		– Sell
-3,008
Closed -$48K – 2404
2016
Q2 		$48K Buy
+3,008
New +$47.3K 0.02% 666

Other funds holding MUJ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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

Next Financial Group's MUJ Position: Q3 2016 in Review

Next Financial Group sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q3 2016, closing a stake of 3,008 shares — an estimated $48K sold.

Next Financial Group first reported a position in MUJ in Q2 2016 and held it in 1 quarter. The position peaked at $48K in Q2 2016. 36 funds tracked by Wall St. Rank hold MUJ as of Q3 2016.

  • Next Financial Group reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q3 2016 after selling out during the quarter.
  • Next Financial Group sold 3,008 BlackRock MuniHoldings New Jersey Quality Fund shares in Q3 2016, an estimated $48K.
  • Next Financial Group first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q2 2016 and held it in 1 quarter.
  • Next Financial Group's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $48K in Q2 2016.
  • 36 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q3 2016.

Based on Next Financial Group's 13F filing for Q3 2016, filed 1 Nov 2016.