Running Point Capital Advisors’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Running Point Capital 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 Q1	–	Sell	-15,000	Closed	-$162K	–	154
2022 Q4	$162K	Hold	15,000	–	–	0.1%	113
2022 Q3	$154K	Hold	15,000	–	–	0.1%	103
2022 Q2	$170K	Hold	15,000	–	–	0.11%	97
2022 Q1	$184K	Buy	+15,000	New	+$198K	0.11%	98

Other funds holding BFZ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Running Point Capital Advisors's BFZ Position: Q1 2023 in Review

Running Point Capital Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2023, closing a stake of 15,000 shares — an estimated $162K sold.

Running Point Capital Advisors first reported a position in BFZ in Q1 2022 and held it in 4 quarters. The position peaked at $184K in Q1 2022. 61 funds tracked by Wall St. Rank hold BFZ as of Q1 2023.

Running Point Capital Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2023 after selling out during the quarter.
Running Point Capital Advisors sold 15,000 BlackRock CA Municipal Income Trust shares in Q1 2023, an estimated $162K.
Running Point Capital Advisors first reported a position in BlackRock CA Municipal Income Trust in Q1 2022 and held it in 4 quarters.
Running Point Capital Advisors's BlackRock CA Municipal Income Trust position peaked at $184K in Q1 2022.
61 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.