Mercer Global Advisors
BFZ

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

Mercer Global 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
2022
Q4 		– Sell
-11,497
Closed -$118K – 1934
2022
Q3 		$118K Buy
11,497
+32
+0.3% +$362 ﹤0.01% 1702
2022
Q2 		$130K Buy
11,465
+31
+0.3% +$353 ﹤0.01% 1705
2022
Q1 		$140K Sell
11,434
-1,117
-9% -$14.7K ﹤0.01% 1769
2021
Q4 		$183K Buy
12,551
+47
+0.4% +$687 ﹤0.01% 1673
2021
Q3 		$184K Buy
+12,504
New +$187K ﹤0.01% 1632

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Mercer Global Advisors's BFZ Position: Q4 2022 in Review

Mercer Global Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2022, closing a stake of 11,497 shares — an estimated $118K sold.

Mercer Global Advisors first reported a position in BFZ in Q3 2021 and held it in 5 quarters. The position peaked at $184K in Q3 2021. 62 funds tracked by Wall St. Rank hold BFZ as of Q4 2022.

  • Mercer Global Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2022 after selling out during the quarter.
  • Mercer Global Advisors sold 11,497 BlackRock CA Municipal Income Trust shares in Q4 2022, an estimated $118K.
  • Mercer Global Advisors first reported a position in BlackRock CA Municipal Income Trust in Q3 2021 and held it in 5 quarters.
  • Mercer Global Advisors's BlackRock CA Municipal Income Trust position peaked at $184K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2022.

Based on Mercer Global Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.