LWAC
BFZ

Laurel Wealth Advisors (California)’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Laurel Wealth Advisors (California)’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
2017
Q4 		– Sell
-10,426
Closed -$151K – 342
2017
Q3 		$151K Sell
10,426
-1,341
-11% -$19.5K 0.05% 300
2017
Q2 		$169K Hold
11,767
– – 0.06% 284
2017
Q1 		$168K Buy
+11,767
New +$172K 0.06% 264

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
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BFZ Position: Q4 2017 in Review

Laurel Wealth Advisors (California) sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2017, closing a stake of 10,426 shares — an estimated $151K sold.

Laurel Wealth Advisors (California) first reported a position in BFZ in Q1 2017 and held it in 3 quarters. The position peaked at $169K in Q2 2017. 45 funds tracked by Wall St. Rank hold BFZ as of Q4 2017.

  • Laurel Wealth Advisors (California) reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2017 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 10,426 BlackRock CA Municipal Income Trust shares in Q4 2017, an estimated $151K.
  • Laurel Wealth Advisors (California) first reported a position in BlackRock CA Municipal Income Trust in Q1 2017 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s BlackRock CA Municipal Income Trust position peaked at $169K in Q2 2017.
  • 45 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2017.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2017, filed 15 Feb 2018.