MA
BFZ

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

MKT 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
-13,986
Closed -$143K – 153
2023
Q3 		$143K Hold
13,986
– – 0.11% 138
2023
Q2 		$162K Hold
13,986
– – 0.11% 137
2023
Q1 		$165K Hold
13,986
– – 0.12% 135
2022
Q4 		$156K Hold
13,986
– – 0.12% 142
2022
Q3 		$144K Hold
13,986
– – 0.13% 122
2022
Q2 		$160K Hold
13,986
– – 0.12% 133
2022
Q1 		$156K Hold
13,986
– – 0.12% 140
2021
Q4 		$190K Buy
+13,986
New +$204K 0.15% 138

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

MKT Advisors's BFZ Position: Q4 2023 in Review

MKT Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2023, closing a stake of 13,986 shares — an estimated $143K sold.

MKT Advisors first reported a position in BFZ in Q4 2021 and held it in 8 quarters. The position peaked at $190K in Q4 2021. 57 funds tracked by Wall St. Rank hold BFZ as of Q4 2023.

  • MKT Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
  • MKT Advisors sold 13,986 BlackRock CA Municipal Income Trust shares in Q4 2023, an estimated $143K.
  • MKT Advisors first reported a position in BlackRock CA Municipal Income Trust in Q4 2021 and held it in 8 quarters.
  • MKT Advisors's BlackRock CA Municipal Income Trust position peaked at $190K in Q4 2021.
  • 57 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2023.

Based on MKT Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.