CCP
BFZ

Clough Capital Partners’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Clough Capital Partners’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
2024
Q1 		– Sell
-34,536
Closed -$415K – 127
2023
Q4 		$415K Hold
34,536
– – 0.05% 144
2023
Q3 		$355K Buy
34,536
+22,000
+175% +$248K 0.04% 147
2023
Q2 		$149K Buy
+12,536
New +$148K 0.02% 172

Other funds holding BFZ

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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Clough Capital Partners's BFZ Position: Q1 2024 in Review

Clough Capital Partners sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2024, closing a stake of 34,536 shares — an estimated $415K sold.

Clough Capital Partners first reported a position in BFZ in Q2 2023 and held it in 3 quarters. The position peaked at $415K in Q4 2023. 57 funds tracked by Wall St. Rank hold BFZ as of Q1 2024.

  • Clough Capital Partners reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
  • Clough Capital Partners sold 34,536 BlackRock CA Municipal Income Trust shares in Q1 2024, an estimated $415K.
  • Clough Capital Partners first reported a position in BlackRock CA Municipal Income Trust in Q2 2023 and held it in 3 quarters.
  • Clough Capital Partners's BlackRock CA Municipal Income Trust position peaked at $415K in Q4 2023.
  • 57 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2024.

Based on Clough Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.