FCB
BFZ

First Command Bank’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

First Command Bank’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
-491
Closed -$7K – 365
2019
Q3 		$7K Buy
+491
New +$6.67K ﹤0.01% 328

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

First Command Bank's BFZ Position: Q4 2019 in Review

First Command Bank sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2019, closing a stake of 491 shares — an estimated $7K sold.

First Command Bank first reported a position in BFZ in Q3 2019 and held it in 1 quarter. The position peaked at $7K in Q3 2019. 61 funds tracked by Wall St. Rank hold BFZ as of Q4 2019.

  • First Command Bank reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2019 after selling out during the quarter.
  • First Command Bank sold 491 BlackRock CA Municipal Income Trust shares in Q4 2019, an estimated $7K.
  • First Command Bank first reported a position in BlackRock CA Municipal Income Trust in Q3 2019 and held it in 1 quarter.
  • First Command Bank's BlackRock CA Municipal Income Trust position peaked at $7K in Q3 2019.
  • 61 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2019.

Based on First Command Bank's 13F filing for Q4 2019, filed 14 Jan 2020.