TIA
BFZ

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

Tiemann 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
2016
Q4 		– Sell
-11,891
Closed -$197K – 157
2016
Q3 		$197K Hold
11,891
– – 0.18% 166
2016
Q2 		$201K Buy
+11,891
New +$196K 0.19% 158

Other funds holding BFZ

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Tiemann Investment Advisors's BFZ Position: Q4 2016 in Review

Tiemann Investment Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2016, closing a stake of 11,891 shares — an estimated $197K sold.

Tiemann Investment Advisors first reported a position in BFZ in Q2 2016 and held it in 2 quarters. The position peaked at $201K in Q2 2016. 42 funds tracked by Wall St. Rank hold BFZ as of Q4 2016.

  • Tiemann Investment Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2016 after selling out during the quarter.
  • Tiemann Investment Advisors sold 11,891 BlackRock CA Municipal Income Trust shares in Q4 2016, an estimated $197K.
  • Tiemann Investment Advisors first reported a position in BlackRock CA Municipal Income Trust in Q2 2016 and held it in 2 quarters.
  • Tiemann Investment Advisors's BlackRock CA Municipal Income Trust position peaked at $201K in Q2 2016.
  • 42 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2016.

Based on Tiemann Investment Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.