Laird Norton Wetherby Wealth Management’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Laird Norton Wetherby 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
2020 Q4	–	Sell	-11,402	Closed	-$150K	–	908
2020 Q3	$150K	Buy	11,402 +368	+3%	+$4.97K	0.01%	666
2020 Q2	$145K	Sell	11,034 -430	-4%	-$5.45K	0.01%	673
2020 Q1	$145K	Buy	+11,464	New	+$155K	0.02%	607
2019 Q4	–	Sell	-10,042	Closed	-$137K	–	702
2019 Q3	$137K	Sell	10,042 -687	-6%	-$9.33K	0.01%	683
2019 Q2	$142K	Hold	10,729	–	–	0.02%	663
2019 Q1	$138K	Sell	10,729 -6,797	-39%	-$85.5K	0.02%	641
2018 Q4	$210K	Buy	17,526 +474	+3%	+$5.76K	0.03%	572
2018 Q3	$211K	Hold	17,052	–	–	0.03%	615
2018 Q2	$222K	Buy	17,052 +705	+4%	+$9.16K	0.03%	572
2018 Q1	$212K	Buy	16,347 +3,130	+24%	+$41.7K	0.03%	593
2017 Q4	$182K	Buy	13,217 +921	+7%	+$13.1K	0.03%	607
2017 Q3	$178K	Buy	+12,296	New	+$179K	0.03%	581

Other funds holding BFZ

KIM

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

SCM

Saba Capital Management New York $3.62B AUM 13% 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 $4.93B AUM 12.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's BFZ Position: Q4 2020 in Review

Laird Norton Wetherby Wealth Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2020, closing a stake of 11,402 shares — an estimated $150K sold.

Laird Norton Wetherby Wealth Management first reported a position in BFZ in Q3 2017 and held it in 12 quarters. The position peaked at $222K in Q2 2018. 58 funds tracked by Wall St. Rank hold BFZ as of Q4 2020.

Laird Norton Wetherby Wealth Management reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2020 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 11,402 BlackRock CA Municipal Income Trust shares in Q4 2020, an estimated $150K.
Laird Norton Wetherby Wealth Management first reported a position in BlackRock CA Municipal Income Trust in Q3 2017 and held it in 12 quarters.
Laird Norton Wetherby Wealth Management's BlackRock CA Municipal Income Trust position peaked at $222K in Q2 2018.
58 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2020.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.