HighTower Advisors
BFZ

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

HighTower 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
2021
Q2 		– Sell
-39,254
Closed -$564K – 3167
2021
Q1 		$564K Buy
+39,254
New +$555K ﹤0.01% 1902
2019
Q4 		– Sell
-39,254
Closed -$537K – 2373
2019
Q3 		$537K Hold
39,254
– – ﹤0.01% 1473
2019
Q2 		$520K Buy
+39,254
New +$513K ﹤0.01% 1495

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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

HighTower Advisors's BFZ Position: Q2 2021 in Review

HighTower Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q2 2021, closing a stake of 39,254 shares — an estimated $564K sold.

HighTower Advisors first reported a position in BFZ in Q2 2019 and held it in 3 quarters. The position peaked at $564K in Q1 2021. 58 funds tracked by Wall St. Rank hold BFZ as of Q2 2021.

  • HighTower Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q2 2021 after selling out during the quarter.
  • HighTower Advisors sold 39,254 BlackRock CA Municipal Income Trust shares in Q2 2021, an estimated $564K.
  • HighTower Advisors first reported a position in BlackRock CA Municipal Income Trust in Q2 2019 and held it in 3 quarters.
  • HighTower Advisors's BlackRock CA Municipal Income Trust position peaked at $564K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q2 2021.

Based on HighTower Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.