OC
BFZ

Oarsman Capital’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Oarsman Capital’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
2025
Q1 		– Sell
-1,000
Closed -$11.2K – 298
2024
Q4 		$11.2K Hold
1,000
– – ﹤0.01% 683
2024
Q3 		$12.1K Buy
+1,000
New +$12K ﹤0.01% 673

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Oarsman Capital's BFZ Position: Q1 2025 in Review

Oarsman Capital sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2025, closing a stake of 1,000 shares — an estimated $11.2K sold.

Oarsman Capital first reported a position in BFZ in Q3 2024 and held it in 2 quarters. The position peaked at $12.1K in Q3 2024. 59 funds tracked by Wall St. Rank hold BFZ as of Q1 2025.

  • Oarsman Capital reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 1,000 BlackRock CA Municipal Income Trust shares in Q1 2025, an estimated $11.2K.
  • Oarsman Capital first reported a position in BlackRock CA Municipal Income Trust in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's BlackRock CA Municipal Income Trust position peaked at $12.1K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.