NIC
BFZ

Northwest Investment Counselors’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Northwest Investment Counselors’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
Q2 		– Sell
-116
Closed -$1.35K – 553
2023
Q1 		$1.35K Buy
+116
New +$1.31K ﹤0.01% 521

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Northwest Investment Counselors's BFZ Position: Q2 2023 in Review

Northwest Investment Counselors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q2 2023, closing a stake of 116 shares — an estimated $1.35K sold.

Northwest Investment Counselors first reported a position in BFZ in Q1 2023 and held it in 1 quarter. The position peaked at $1.35K in Q1 2023. 61 funds tracked by Wall St. Rank hold BFZ as of Q2 2023.

  • Northwest Investment Counselors reported no remaining BlackRock CA Municipal Income Trust position as of Q2 2023 after selling out during the quarter.
  • Northwest Investment Counselors sold 116 BlackRock CA Municipal Income Trust shares in Q2 2023, an estimated $1.35K.
  • Northwest Investment Counselors first reported a position in BlackRock CA Municipal Income Trust in Q1 2023 and held it in 1 quarter.
  • Northwest Investment Counselors's BlackRock CA Municipal Income Trust position peaked at $1.35K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q2 2023.

Based on Northwest Investment Counselors's 13F filing for Q2 2023, filed 11 Jul 2023.