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

OTA 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
2014
Q1 		– Sell
-21,696
Closed -$284K – 94
2013
Q4 		$284K Buy
+21,696
New +$284K 0.18% 64

Other funds holding MUJ

Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

OTA Financial Group's MUJ Position: Q1 2014 in Review

OTA Financial Group sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q1 2014, closing a stake of 21,696 shares — an estimated $284K sold.

OTA Financial Group first reported a position in MUJ in Q4 2013 and held it in 1 quarter. The position peaked at $284K in Q4 2013. 26 funds tracked by Wall St. Rank hold MUJ as of Q1 2014.

  • OTA Financial Group reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q1 2014 after selling out during the quarter.
  • OTA Financial Group sold 21,696 BlackRock MuniHoldings New Jersey Quality Fund shares in Q1 2014, an estimated $284K.
  • OTA Financial Group first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2013 and held it in 1 quarter.
  • OTA Financial Group's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $284K in Q4 2013.
  • 26 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q1 2014.

Based on OTA Financial Group's 13F filing for Q1 2014, filed 30 Apr 2014.