CAN
BFZ

Cetera Advisor Networks’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Cetera Advisor Networks’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
2021
Q3 		– Sell
-17,177
Closed -$257K – 1957
2021
Q2 		$257K Hold
17,177
– – ﹤0.01% 1607
2021
Q1 		$247K Hold
17,177
– – 0.01% 1258
2020
Q4 		$244K Hold
17,177
– – 0.01% 1162
2020
Q3 		$227K Hold
17,177
– – 0.01% 1085
2020
Q2 		$226K Buy
17,177
+2,620
+18% +$33.2K 0.01% 1052
2020
Q1 		$185K Buy
+14,557
New +$197K 0.01% 999

Other funds holding BFZ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Cetera Advisor Networks's BFZ Position: Q3 2021 in Review

Cetera Advisor Networks sold out of BlackRock CA Municipal Income Trust (BFZ) in Q3 2021, closing a stake of 17,177 shares — an estimated $257K sold.

Cetera Advisor Networks first reported a position in BFZ in Q1 2020 and held it in 6 quarters. The position peaked at $257K in Q2 2021. 60 funds tracked by Wall St. Rank hold BFZ as of Q3 2021.

  • Cetera Advisor Networks reported no remaining BlackRock CA Municipal Income Trust position as of Q3 2021 after selling out during the quarter.
  • Cetera Advisor Networks sold 17,177 BlackRock CA Municipal Income Trust shares in Q3 2021, an estimated $257K.
  • Cetera Advisor Networks first reported a position in BlackRock CA Municipal Income Trust in Q1 2020 and held it in 6 quarters.
  • Cetera Advisor Networks's BlackRock CA Municipal Income Trust position peaked at $257K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q3 2021.

Based on Cetera Advisor Networks's 13F filing for Q3 2021, filed 16 Nov 2021.