OFG
BFZ

OTA Financial Group’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

OTA Financial Group’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
Q1 		– Sell
-55,637
Closed -$602K – 51
2022
Q4 		$602K Buy
+55,637
New +$588K 0.6% 25

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

OTA Financial Group's BFZ Position: Q1 2023 in Review

OTA Financial Group sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2023, closing a stake of 55,637 shares — an estimated $602K sold.

OTA Financial Group first reported a position in BFZ in Q4 2022 and held it in 1 quarter. The position peaked at $602K in Q4 2022. 61 funds tracked by Wall St. Rank hold BFZ as of Q1 2023.

  • OTA Financial Group reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2023 after selling out during the quarter.
  • OTA Financial Group sold 55,637 BlackRock CA Municipal Income Trust shares in Q1 2023, an estimated $602K.
  • OTA Financial Group first reported a position in BlackRock CA Municipal Income Trust in Q4 2022 and held it in 1 quarter.
  • OTA Financial Group's BlackRock CA Municipal Income Trust position peaked at $602K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2023.

Based on OTA Financial Group's 13F filing for Q1 2023, filed 4 May 2023.