JMPWA
BFZ

JP Morgan Private Wealth Advisors’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

JP Morgan Private Wealth 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
2018
Q4 		– Sell
-60,256
Closed -$744K – 1458
2018
Q3 		$744K Hold
60,256
– – ﹤0.01% 928
2018
Q2 		$785K Buy
60,256
+19,053
+46% +$248K ﹤0.01% 847
2018
Q1 		$535K Buy
+41,203
New +$549K ﹤0.01% 845

Other funds holding BFZ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BFZ Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2018, closing a stake of 60,256 shares — an estimated $744K sold.

JP Morgan Private Wealth Advisors first reported a position in BFZ in Q1 2018 and held it in 3 quarters. The position peaked at $785K in Q2 2018. 57 funds tracked by Wall St. Rank hold BFZ as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 60,256 BlackRock CA Municipal Income Trust shares in Q4 2018, an estimated $744K.
  • JP Morgan Private Wealth Advisors first reported a position in BlackRock CA Municipal Income Trust in Q1 2018 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's BlackRock CA Municipal Income Trust position peaked at $785K in Q2 2018.
  • 57 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.