SWP
BFZ

Stratos Wealth Partners’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Stratos Wealth Partners’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
2018
Q2 		– Sell
-2,350
Closed -$31K – 1118
2018
Q1 		$31K Hold
2,350
– – ﹤0.01% 1820
2017
Q4 		$32K Buy
+2,350
New +$33.5K ﹤0.01% 1726

Other funds holding BFZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Stratos Wealth Partners's BFZ Position: Q2 2018 in Review

Stratos Wealth Partners sold out of BlackRock CA Municipal Income Trust (BFZ) in Q2 2018, closing a stake of 2,350 shares — an estimated $31K sold.

Stratos Wealth Partners first reported a position in BFZ in Q4 2017 and held it in 2 quarters. The position peaked at $32K in Q4 2017. 47 funds tracked by Wall St. Rank hold BFZ as of Q2 2018.

  • Stratos Wealth Partners reported no remaining BlackRock CA Municipal Income Trust position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,350 BlackRock CA Municipal Income Trust shares in Q2 2018, an estimated $31K.
  • Stratos Wealth Partners first reported a position in BlackRock CA Municipal Income Trust in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's BlackRock CA Municipal Income Trust position peaked at $32K in Q4 2017.
  • 47 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.