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Intersect Capital’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Intersect Capital’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
-2,090
Closed – – 138
2015
Q1 		$0 Buy
+2,090
New +$32.3K ﹤0.01% 436

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 $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
BCM
Blume Capital Management Berkeley, California $684M AUM 41.68% 1-Year Est. Return

Intersect Capital's BFZ Position: Q2 2015 in Review

Intersect Capital sold out of BlackRock CA Municipal Income Trust (BFZ) in Q2 2015, closing a stake of 2,090 shares.

Intersect Capital first reported a position in BFZ in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 28 funds tracked by Wall St. Rank hold BFZ as of Q2 2015.

  • Intersect Capital reported no remaining BlackRock CA Municipal Income Trust position as of Q2 2015 after selling out during the quarter.
  • Intersect Capital sold 2,090 BlackRock CA Municipal Income Trust shares in Q2 2015.
  • Intersect Capital first reported a position in BlackRock CA Municipal Income Trust in Q1 2015 and held it in 1 quarter.
  • Intersect Capital's BlackRock CA Municipal Income Trust position peaked at $0 in Q1 2015.
  • 28 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q2 2015.

Based on Intersect Capital's 13F filing for Q2 2015, filed 3 Aug 2015.