SMH
BFZ

Sanders Morris Harris’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Sanders Morris Harris’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
2024
Q4 		– Sell
-40,502
Closed -$490K – 294
2024
Q3 		$490K Hold
40,502
– – 0.08% 157
2024
Q2 		$485K Hold
40,502
– – 0.08% 159
2024
Q1 		$479K Buy
+40,502
New +$477K 0.09% 157
2022
Q3 		– Sell
-43,601
Closed -$498K – 294
2022
Q2 		$498K Hold
43,601
– – 0.11% 147
2022
Q1 		$535K Buy
+43,601
New +$576K 0.1% 156
2021
Q3 		– Sell
-25,500
Closed -$383K – 313
2021
Q2 		$383K Hold
25,500
– – 0.07% 215
2021
Q1 		$367K Hold
25,500
– – 0.08% 198
2020
Q4 		$356K Hold
25,500
– – 0.08% 200
2020
Q3 		$337K Buy
+25,500
New +$345K 0.09% 190
2020
Q1 		– Sell
-31,500
Closed -$425K – 167
2019
Q4 		$425K Hold
31,500
– – 0.1% 175
2019
Q3 		$432K Buy
31,500
+5,000
+19% +$67.9K 0.1% 157
2019
Q2 		$350K Buy
+26,500
New +$346K 0.09% 189

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Sanders Morris Harris's BFZ Position: Q4 2024 in Review

Sanders Morris Harris sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2024, closing a stake of 40,502 shares — an estimated $490K sold.

Sanders Morris Harris first reported a position in BFZ in Q2 2019 and held it in 12 quarters. The position peaked at $535K in Q1 2022. 58 funds tracked by Wall St. Rank hold BFZ as of Q4 2024.

  • Sanders Morris Harris reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
  • Sanders Morris Harris sold 40,502 BlackRock CA Municipal Income Trust shares in Q4 2024, an estimated $490K.
  • Sanders Morris Harris first reported a position in BlackRock CA Municipal Income Trust in Q2 2019 and held it in 12 quarters.
  • Sanders Morris Harris's BlackRock CA Municipal Income Trust position peaked at $535K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2024.

Based on Sanders Morris Harris's 13F filing for Q4 2024, filed 15 Jan 2025.