First Trust Advisors
BFZ

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

First Trust Advisors’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
Q3 		– Sell
-10,742
Closed -$142K – 2399
2019
Q2 		$142K Sell
10,742
-211
-2% -$2.76K ﹤0.01% 2381
2019
Q1 		$141K Buy
+10,953
New +$138K ﹤0.01% 2375

Other funds holding BFZ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

First Trust Advisors's BFZ Position: Q3 2019 in Review

First Trust Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q3 2019, closing a stake of 10,742 shares — an estimated $142K sold.

First Trust Advisors first reported a position in BFZ in Q1 2019 and held it in 2 quarters. The position peaked at $142K in Q2 2019. 61 funds tracked by Wall St. Rank hold BFZ as of Q3 2019.

  • First Trust Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q3 2019 after selling out during the quarter.
  • First Trust Advisors sold 10,742 BlackRock CA Municipal Income Trust shares in Q3 2019, an estimated $142K.
  • First Trust Advisors first reported a position in BlackRock CA Municipal Income Trust in Q1 2019 and held it in 2 quarters.
  • First Trust Advisors's BlackRock CA Municipal Income Trust position peaked at $142K in Q2 2019.
  • 61 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q3 2019.

Based on First Trust Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.