PAM
BFZ

Panagora Asset Management’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Panagora Asset Management’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
2021
Q1 		– Sell
-72
Closed -$1K – 2823
2020
Q4 		$1K Sell
72
-329
-82% -$4.46K ﹤0.01% 2699
2020
Q3 		$5K Hold
401
– – ﹤0.01% 2434
2020
Q2 		$5K Hold
401
– – ﹤0.01% 2337
2020
Q1 		$5K Buy
401
+78
+24% +$1.06K ﹤0.01% 2245
2019
Q4 		$4K Sell
323
-457
-59% -$6.18K ﹤0.01% 2272
2019
Q3 		$11K Buy
+780
New +$10.6K ﹤0.01% 2156

Other funds holding BFZ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Panagora Asset Management's BFZ Position: Q1 2021 in Review

Panagora Asset Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2021, closing a stake of 72 shares — an estimated $1K sold.

Panagora Asset Management first reported a position in BFZ in Q3 2019 and held it in 6 quarters. The position peaked at $11K in Q3 2019. 59 funds tracked by Wall St. Rank hold BFZ as of Q1 2021.

  • Panagora Asset Management reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2021 after selling out during the quarter.
  • Panagora Asset Management sold 72 BlackRock CA Municipal Income Trust shares in Q1 2021, an estimated $1K.
  • Panagora Asset Management first reported a position in BlackRock CA Municipal Income Trust in Q3 2019 and held it in 6 quarters.
  • Panagora Asset Management's BlackRock CA Municipal Income Trust position peaked at $11K in Q3 2019.
  • 59 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2021.

Based on Panagora Asset Management's 13F filing for Q1 2021, filed 12 May 2021.