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

IFP 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 Q1	$5K	Sell	372 -5,590	-94%	-$70.3K	﹤0.01%	1840
2018 Q4	$71K	Sell	5,962 -500	-8%	-$6.08K	﹤0.01%	1392
2018 Q3	$80K	Sell	6,462 -1,533	-19%	-$19.5K	﹤0.01%	1616
2018 Q2	$104K	Hold	7,995	–	–	﹤0.01%	1454
2018 Q1	$110K	Hold	7,995	–	–	0.01%	1330
2017 Q4	$110K	Sell	7,995 -1,420	-15%	-$20.3K	0.01%	1339
2017 Q3	$137K	Hold	9,415	–	–	0.01%	1367
2017 Q2	$135K	Hold	9,415	–	–	0.01%	1359
2017 Q1	$134K	Sell	9,415 -1,300	-12%	-$18.9K	0.01%	1328
2016 Q4	$155K	Buy	10,715 +950	+10%	+$14.3K	0.01%	1188
2016 Q3	$162K	Sell	9,765 -3,140	-24%	-$52.4K	0.01%	1108
2016 Q2	$218K	Buy	12,905 +12,533	+3,369%	+$207K	0.01%	932
2016 Q1	$5K	Sell	372 -8,923	-96%	-$143K	﹤0.01%	1840
2015 Q4	$148K	Buy	+9,295	New	+$144K	0.01%	979

Other funds holding BFZ

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFP Advisors's BFZ Position: Q1 2019 in Review

IFP Advisors reduced its BlackRock CA Municipal Income Trust (BFZ) stake by 94% in Q1 2019, selling an estimated $70.3K and leaving 372 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

IFP Advisors first reported a position in BFZ in Q4 2015 and has held it in 14 quarters since. The position peaked at $218K in Q2 2016. 53 funds tracked by Wall St. Rank hold BFZ as of Q1 2019.

IFP Advisors held 372 shares of BlackRock CA Municipal Income Trust worth $5K as of Q1 2019.
IFP Advisors sold 5,590 BlackRock CA Municipal Income Trust shares in Q1 2019, an estimated $70.3K.
BlackRock CA Municipal Income Trust made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1840 holding.
IFP Advisors first reported a position in BlackRock CA Municipal Income Trust in Q4 2015 and has held it in 14 quarters since.
IFP Advisors's BlackRock CA Municipal Income Trust position peaked at $218K in Q2 2016.
53 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.