BPCM
BFZ

Beach Point Capital Management’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Beach Point Capital Management’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
2019
Q2 		– Sell
-666,048
Closed -$8.54M – 27
2019
Q1 		$8.54M Buy
666,048
+59,975
+10% +$755K 2.11% 18
2018
Q4 		$7.25M Buy
+606,073
New +$7.37M 2.1% 16

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 $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 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 $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Beach Point Capital Management's BFZ Position: Q2 2019 in Review

Beach Point Capital Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q2 2019, closing a stake of 666,048 shares — an estimated $8.54M sold.

Beach Point Capital Management first reported a position in BFZ in Q4 2018 and held it in 2 quarters. The position peaked at $8.54M in Q1 2019. 57 funds tracked by Wall St. Rank hold BFZ as of Q2 2019.

  • Beach Point Capital Management reported no remaining BlackRock CA Municipal Income Trust position as of Q2 2019 after selling out during the quarter.
  • Beach Point Capital Management sold 666,048 BlackRock CA Municipal Income Trust shares in Q2 2019, an estimated $8.54M.
  • Beach Point Capital Management first reported a position in BlackRock CA Municipal Income Trust in Q4 2018 and held it in 2 quarters.
  • Beach Point Capital Management's BlackRock CA Municipal Income Trust position peaked at $8.54M in Q1 2019.
  • 57 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q2 2019.

Based on Beach Point Capital Management's 13F filing for Q2 2019, filed 7 Aug 2019.