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

WFG Advisors’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
2015
Q1 		– Sell
-1,531
Closed -$22K – 1956
2014
Q4 		$22K Buy
1,531
+31
+2% +$444 ﹤0.01% 1185
2014
Q3 		$21K Buy
1,500
+23
+2% +$325 ﹤0.01% 1262
2014
Q2 		$21K Buy
1,477
+22
+2% +$314 ﹤0.01% 1258
2014
Q1 		$20K Buy
1,455
+807
+125% +$11K ﹤0.01% 1250
2013
Q4 		$9K Sell
648
-1,228
-65% -$16.1K ﹤0.01% 1611
2013
Q3 		$25K Buy
1,876
+20
+1% +$268 ﹤0.01% 1186
2013
Q2 		$27K Buy
+1,856
New +$28.5K ﹤0.01% 1101

Other funds holding MUJ

GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return