ACA
BFZ

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

Other funds holding BFZ

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ackerman Capital Advisors's BFZ Position: Q4 2020 in Review

Ackerman Capital Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2020, closing a stake of 20,388 shares — an estimated $269K sold.

Ackerman Capital Advisors first reported a position in BFZ in Q4 2019 and held it in 4 quarters. The position peaked at $561K in Q1 2020. 58 funds tracked by Wall St. Rank hold BFZ as of Q4 2020.

  • Ackerman Capital Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2020 after selling out during the quarter.
  • Ackerman Capital Advisors sold 20,388 BlackRock CA Municipal Income Trust shares in Q4 2020, an estimated $269K.
  • Ackerman Capital Advisors first reported a position in BlackRock CA Municipal Income Trust in Q4 2019 and held it in 4 quarters.
  • Ackerman Capital Advisors's BlackRock CA Municipal Income Trust position peaked at $561K in Q1 2020.
  • 58 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2020.

Based on Ackerman Capital Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.