SFS
BFZ

Sowell Financial Services’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-7,531
Closed -$111K – 758
2021
Q1 		$111K Buy
+7,531
New +$106K ﹤0.01% 1326
2020
Q3 		– Sell
-7,531
Closed -$99K – 2524
2020
Q2 		$99K Hold
7,531
– – 0.01% 971
2020
Q1 		$96K Hold
7,531
– – 0.01% 854
2019
Q4 		$102K Hold
7,531
– – 0.01% 913
2019
Q3 		$103K Buy
+7,531
New +$102K 0.01% 821

Other funds holding BFZ

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Sowell Financial Services's BFZ Position: Q2 2021 in Review

Sowell Financial Services sold out of BlackRock CA Municipal Income Trust (BFZ) in Q2 2021, closing a stake of 7,531 shares — an estimated $111K sold.

Sowell Financial Services first reported a position in BFZ in Q3 2019 and held it in 5 quarters. The position peaked at $111K in Q1 2021. 58 funds tracked by Wall St. Rank hold BFZ as of Q2 2021.

  • Sowell Financial Services reported no remaining BlackRock CA Municipal Income Trust position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 7,531 BlackRock CA Municipal Income Trust shares in Q2 2021, an estimated $111K.
  • Sowell Financial Services first reported a position in BlackRock CA Municipal Income Trust in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's BlackRock CA Municipal Income Trust position peaked at $111K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.