CIBC Private Wealth Group
BFZ

CIBC Private Wealth Group’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

CIBC Private Wealth Group’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
2018
Q1 		– Sell
-17,655
Closed -$243K – 1940
2017
Q4 		$243K Hold
17,655
– – ﹤0.01% 904
2017
Q3 		$256K Hold
17,655
– – ﹤0.01% 864
2017
Q2 		$254K Hold
17,655
– – ﹤0.01% 586
2017
Q1 		$252K Hold
17,655
– – ﹤0.01% 568
2016
Q4 		$256K Hold
17,655
– – ﹤0.01% 566
2016
Q3 		$292K Hold
17,655
– – ﹤0.01% 554
2016
Q2 		$298K Hold
17,655
– – ﹤0.01% 561
2016
Q1 		$287K Hold
17,655
– – ﹤0.01% 559
2015
Q4 		$282K Hold
17,655
– – ﹤0.01% 568
2015
Q3 		$266K Hold
17,655
– – ﹤0.01% 581
2015
Q2 		$256K Hold
17,655
– – ﹤0.01% 599
2015
Q1 		$274K Hold
17,655
– – ﹤0.01% 591
2014
Q4 		$264K Hold
17,655
– – ﹤0.01% 588
2014
Q3 		$256K Hold
17,655
– – ﹤0.01% 586
2014
Q2 		$262K Hold
17,655
– – ﹤0.01% 575
2014
Q1 		$257K Buy
+17,655
New +$253K ﹤0.01% 564

Other funds holding BFZ

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

CIBC Private Wealth Group's BFZ Position: Q1 2018 in Review

CIBC Private Wealth Group sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2018, closing a stake of 17,655 shares — an estimated $243K sold.

CIBC Private Wealth Group first reported a position in BFZ in Q1 2014 and held it in 16 quarters. The position peaked at $298K in Q2 2016. 40 funds tracked by Wall St. Rank hold BFZ as of Q1 2018.

  • CIBC Private Wealth Group reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 17,655 BlackRock CA Municipal Income Trust shares in Q1 2018, an estimated $243K.
  • CIBC Private Wealth Group first reported a position in BlackRock CA Municipal Income Trust in Q1 2014 and held it in 16 quarters.
  • CIBC Private Wealth Group's BlackRock CA Municipal Income Trust position peaked at $298K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2018.

Based on CIBC Private Wealth Group's 13F filing for Q1 2018, filed 17 May 2018.