MWM
BFZ

Merriman Wealth Management’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Merriman 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
2018
Q1 		– Sell
-36,000
Closed -$496K – 182
2017
Q4 		$496K Buy
+36,000
New +$514K 0.12% 116

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 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
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

Merriman Wealth Management's BFZ Position: Q1 2018 in Review

Merriman Wealth Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2018, closing a stake of 36,000 shares — an estimated $496K sold.

Merriman Wealth Management first reported a position in BFZ in Q4 2017 and held it in 1 quarter. The position peaked at $496K in Q4 2017. 40 funds tracked by Wall St. Rank hold BFZ as of Q1 2018.

  • Merriman Wealth Management reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 36,000 BlackRock CA Municipal Income Trust shares in Q1 2018, an estimated $496K.
  • Merriman Wealth Management first reported a position in BlackRock CA Municipal Income Trust in Q4 2017 and held it in 1 quarter.
  • Merriman Wealth Management's BlackRock CA Municipal Income Trust position peaked at $496K in Q4 2017.
  • 40 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2018.

Based on Merriman Wealth Management's 13F filing for Q1 2018, filed 10 Apr 2018.