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Principal Securities’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

Principal Securities’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
2024
Q2 		– Sell
-3,370
Closed -$38K – 3448
2024
Q1 		$39.2K Sell
3,370
-101
-3% -$1.16K ﹤0.01% 1681
2023
Q4 		$39.6K Buy
+3,471
New +$36.9K ﹤0.01% 1591

Other funds holding MUJ

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Principal Securities's MUJ Position: Q2 2024 in Review

Principal Securities sold out of BlackRock MuniHoldings New Jersey Quality Fund (MUJ) in Q2 2024, closing a stake of 3,370 shares — an estimated $38K sold.

Principal Securities first reported a position in MUJ in Q4 2023 and held it in 2 quarters. The position peaked at $39.6K in Q4 2023. 67 funds tracked by Wall St. Rank hold MUJ as of Q2 2024.

  • Principal Securities reported no remaining BlackRock MuniHoldings New Jersey Quality Fund position as of Q2 2024 after selling out during the quarter.
  • Principal Securities sold 3,370 BlackRock MuniHoldings New Jersey Quality Fund shares in Q2 2024, an estimated $38K.
  • Principal Securities first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q4 2023 and held it in 2 quarters.
  • Principal Securities's BlackRock MuniHoldings New Jersey Quality Fund position peaked at $39.6K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q2 2024.

Based on Principal Securities's 13F filing for Q2 2024, filed 31 Jul 2024.