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

UBS’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
Q3 		$808K Buy
57,694
+5,785
+11% +$81.8K ﹤0.01% 3807
2014
Q2 		$745K Buy
51,909
+1,463
+3% +$20.9K ﹤0.01% 3834
2014
Q1 		$698K Buy
50,446
+12,792
+34% +$174K ﹤0.01% 3884
2013
Q4 		$494K Buy
37,654
+14,251
+61% +$186K ﹤0.01% 4363
2013
Q3 		$316K Sell
23,403
-19,946
-46% -$267K ﹤0.01% 4637
2013
Q2 		$622K Buy
+43,349
New +$665K ﹤0.01% 3865

Other funds holding MUJ

GC
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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return

UBS's MUJ Position: Q3 2014 in Review

UBS increased its BlackRock MuniHoldings New Jersey Quality Fund (MUJ) stake by 11% in Q3 2014, buying an estimated $81.8K and bringing the position to 57,694 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #3807.

UBS first reported a position in MUJ in Q2 2013 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold MUJ as of Q3 2014.

  • UBS held 57,694 shares of BlackRock MuniHoldings New Jersey Quality Fund worth $808K as of Q3 2014.
  • UBS bought 5,785 BlackRock MuniHoldings New Jersey Quality Fund shares in Q3 2014, an estimated $81.8K.
  • BlackRock MuniHoldings New Jersey Quality Fund made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3807 holding.
  • UBS first reported a position in BlackRock MuniHoldings New Jersey Quality Fund in Q2 2013 and has held it in 6 quarters since.
  • 29 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Jersey Quality Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.