MMA
BFZ

Miracle Mile Advisors’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Miracle Mile 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
2023
Q4 		– Sell
-13,000
Closed -$134K – 492
2023
Q3 		$134K Buy
13,000
+2,000
+18% +$22.6K ﹤0.01% 463
2023
Q2 		$130K Buy
+11,000
New +$129K ﹤0.01% 487

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Miracle Mile Advisors's BFZ Position: Q4 2023 in Review

Miracle Mile Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2023, closing a stake of 13,000 shares — an estimated $134K sold.

Miracle Mile Advisors first reported a position in BFZ in Q2 2023 and held it in 2 quarters. The position peaked at $134K in Q3 2023. 57 funds tracked by Wall St. Rank hold BFZ as of Q4 2023.

  • Miracle Mile Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
  • Miracle Mile Advisors sold 13,000 BlackRock CA Municipal Income Trust shares in Q4 2023, an estimated $134K.
  • Miracle Mile Advisors first reported a position in BlackRock CA Municipal Income Trust in Q2 2023 and held it in 2 quarters.
  • Miracle Mile Advisors's BlackRock CA Municipal Income Trust position peaked at $134K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2023.

Based on Miracle Mile Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.