AF
BFZ

Advisornet Financial’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Advisornet Financial’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
Q1 		– Sell
-1,238
Closed -$17K – 1776
2019
Q4 		$17K Hold
1,238
– – ﹤0.01% 1233
2019
Q3 		$17K Hold
1,238
– – ﹤0.01% 1228
2019
Q2 		$16K Hold
1,238
– – ﹤0.01% 1108
2019
Q1 		$16K Buy
+1,238
New +$15.6K ﹤0.01% 1051

Other funds holding BFZ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisornet Financial's BFZ Position: Q1 2020 in Review

Advisornet Financial sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2020, closing a stake of 1,238 shares — an estimated $17K sold.

Advisornet Financial first reported a position in BFZ in Q1 2019 and held it in 4 quarters. The position peaked at $17K in Q4 2019. 56 funds tracked by Wall St. Rank hold BFZ as of Q1 2020.

  • Advisornet Financial reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2020 after selling out during the quarter.
  • Advisornet Financial sold 1,238 BlackRock CA Municipal Income Trust shares in Q1 2020, an estimated $17K.
  • Advisornet Financial first reported a position in BlackRock CA Municipal Income Trust in Q1 2019 and held it in 4 quarters.
  • Advisornet Financial's BlackRock CA Municipal Income Trust position peaked at $17K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2020.

Based on Advisornet Financial's 13F filing for Q1 2020, filed 14 May 2020.