SIA
BFZ

SkyView Investment Advisors’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

SkyView Investment 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
2024
Q1 		– Sell
-22,437
Closed -$270K – 342
2023
Q4 		$270K Sell
22,437
-4,900
-18% -$53.1K 0.07% 100
2023
Q3 		$281K Hold
27,337
– – 0.11% 224
2023
Q2 		$324K Sell
27,337
-22,663
-45% -$267K 0.08% 301
2023
Q1 		$585K Buy
+50,000
New +$563K 0.14% 191

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 12.96% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

SkyView Investment Advisors's BFZ Position: Q1 2024 in Review

SkyView Investment Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2024, closing a stake of 22,437 shares — an estimated $270K sold.

SkyView Investment Advisors first reported a position in BFZ in Q1 2023 and held it in 4 quarters. The position peaked at $585K in Q1 2023. 57 funds tracked by Wall St. Rank hold BFZ as of Q1 2024.

  • SkyView Investment Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
  • SkyView Investment Advisors sold 22,437 BlackRock CA Municipal Income Trust shares in Q1 2024, an estimated $270K.
  • SkyView Investment Advisors first reported a position in BlackRock CA Municipal Income Trust in Q1 2023 and held it in 4 quarters.
  • SkyView Investment Advisors's BlackRock CA Municipal Income Trust position peaked at $585K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2024.

Based on SkyView Investment Advisors's 13F filing for Q1 2024, filed 16 May 2024.