SWM
BFZ

SeaCrest Wealth Management’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

SeaCrest Wealth 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
2022
Q3 		– Sell
-1,800
Closed -$20K – 711
2022
Q2 		$20K Buy
+1,800
New +$20.5K ﹤0.01% 1473
2018
Q1 		– Sell
-1,000
Closed -$14K – 2198
2017
Q4 		$14K Buy
+1,000
New +$14.3K ﹤0.01% 1469

Other funds holding BFZ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SeaCrest Wealth Management's BFZ Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q3 2022, closing a stake of 1,800 shares — an estimated $20K sold.

SeaCrest Wealth Management first reported a position in BFZ in Q4 2017 and held it in 2 quarters. The position peaked at $20K in Q2 2022. 65 funds tracked by Wall St. Rank hold BFZ as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining BlackRock CA Municipal Income Trust position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,800 BlackRock CA Municipal Income Trust shares in Q3 2022, an estimated $20K.
  • SeaCrest Wealth Management first reported a position in BlackRock CA Municipal Income Trust in Q4 2017 and held it in 2 quarters.
  • SeaCrest Wealth Management's BlackRock CA Municipal Income Trust position peaked at $20K in Q2 2022.
  • 65 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.