TCOV
BFZ

Trust Company of Vermont’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Trust Company of Vermont’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
2017
Q4 		– Sell
-2,483
Closed -$36K – 978
2017
Q3 		$36K Buy
+2,483
New +$36.1K ﹤0.01% 547

Other funds holding BFZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Trust Company of Vermont's BFZ Position: Q4 2017 in Review

Trust Company of Vermont sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2017, closing a stake of 2,483 shares — an estimated $36K sold.

Trust Company of Vermont first reported a position in BFZ in Q3 2017 and held it in 1 quarter. The position peaked at $36K in Q3 2017. 45 funds tracked by Wall St. Rank hold BFZ as of Q4 2017.

  • Trust Company of Vermont reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2017 after selling out during the quarter.
  • Trust Company of Vermont sold 2,483 BlackRock CA Municipal Income Trust shares in Q4 2017, an estimated $36K.
  • Trust Company of Vermont first reported a position in BlackRock CA Municipal Income Trust in Q3 2017 and held it in 1 quarter.
  • Trust Company of Vermont's BlackRock CA Municipal Income Trust position peaked at $36K in Q3 2017.
  • 45 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2017.

Based on Trust Company of Vermont's 13F filing for Q4 2017, filed 2 Feb 2018.