EWM
BFZ

Empirical Wealth Management’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Empirical Wealth 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
2022
Q1 		– Sell
-11,220
Closed -$163K – 501
2021
Q4 		$163K Buy
+11,220
New +$164K 0.01% 505

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 0.79% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Empirical Wealth Management's BFZ Position: Q1 2022 in Review

Empirical Wealth Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2022, closing a stake of 11,220 shares — an estimated $163K sold.

Empirical Wealth Management first reported a position in BFZ in Q4 2021 and held it in 1 quarter. The position peaked at $163K in Q4 2021. 69 funds tracked by Wall St. Rank hold BFZ as of Q1 2022.

  • Empirical Wealth Management reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 11,220 BlackRock CA Municipal Income Trust shares in Q1 2022, an estimated $163K.
  • Empirical Wealth Management first reported a position in BlackRock CA Municipal Income Trust in Q4 2021 and held it in 1 quarter.
  • Empirical Wealth Management's BlackRock CA Municipal Income Trust position peaked at $163K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2022.

Based on Empirical Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.