EW
BFZ

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

Evoke Wealth’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
Q4 		– Sell
-327
Closed -$4.49K – 1269
2019
Q3 		$4.49K Buy
+327
New +$4.44K ﹤0.01% 1031

Other funds holding BFZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evoke Wealth's BFZ Position: Q4 2019 in Review

Evoke Wealth sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2019, closing a stake of 327 shares — an estimated $4.49K sold.

Evoke Wealth first reported a position in BFZ in Q3 2019 and held it in 1 quarter. The position peaked at $4.49K in Q3 2019. 61 funds tracked by Wall St. Rank hold BFZ as of Q4 2019.

  • Evoke Wealth reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 327 BlackRock CA Municipal Income Trust shares in Q4 2019, an estimated $4.49K.
  • Evoke Wealth first reported a position in BlackRock CA Municipal Income Trust in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's BlackRock CA Municipal Income Trust position peaked at $4.49K in Q3 2019.
  • 61 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.