GWM
BFZ

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

Gupta 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
2015
Q2 		– Sell
-946
Closed -$15K – 1258
2015
Q1 		$15K Buy
+946
New +$14.6K ﹤0.01% 670

Other funds holding BFZ

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return

Gupta Wealth Management's BFZ Position: Q2 2015 in Review

Gupta Wealth Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q2 2015, closing a stake of 946 shares — an estimated $15K sold.

Gupta Wealth Management first reported a position in BFZ in Q1 2015 and held it in 1 quarter. The position peaked at $15K in Q1 2015. 28 funds tracked by Wall St. Rank hold BFZ as of Q2 2015.

  • Gupta Wealth Management reported no remaining BlackRock CA Municipal Income Trust position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 946 BlackRock CA Municipal Income Trust shares in Q2 2015, an estimated $15K.
  • Gupta Wealth Management first reported a position in BlackRock CA Municipal Income Trust in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's BlackRock CA Municipal Income Trust position peaked at $15K in Q1 2015.
  • 28 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.