Ackerman Capital Advisors’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Ackerman Capital Advisors’s Portfolio BFZ Stock Details BFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-20,388	Closed	-$269K	–	123
2020 Q3	$269K	Buy	20,388 +2,000	+11%	+$27K	0.07%	89
2020 Q2	$242K	Sell	18,388 -25,786	-58%	-$327K	0.07%	96
2020 Q1	$561K	Buy	44,174 +22,974	+108%	+$311K	0.22%	41
2019 Q4	$288K	Buy	+21,200	New	+$287K	0.09%	159
2019 Q2	–	Sell	-10,214	Closed	-$131	–	160
2019 Q1	$131	Buy	+10,214	New	+$129K	﹤0.01%	157

Other funds holding BFZ

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return