TC
BFZ

Truvestments Capital’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Truvestments Capital’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
-7,960
Closed -$95.8K – 739
2023
Q4 		$95.8K Buy
+7,960
New +$86.3K 0.04% 263

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

Truvestments Capital's BFZ Position: Q1 2024 in Review

Truvestments Capital sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2024, closing a stake of 7,960 shares — an estimated $95.8K sold.

Truvestments Capital first reported a position in BFZ in Q4 2023 and held it in 1 quarter. The position peaked at $95.8K in Q4 2023. 57 funds tracked by Wall St. Rank hold BFZ as of Q1 2024.

  • Truvestments Capital reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
  • Truvestments Capital sold 7,960 BlackRock CA Municipal Income Trust shares in Q1 2024, an estimated $95.8K.
  • Truvestments Capital first reported a position in BlackRock CA Municipal Income Trust in Q4 2023 and held it in 1 quarter.
  • Truvestments Capital's BlackRock CA Municipal Income Trust position peaked at $95.8K in Q4 2023.
  • 57 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2024.

Based on Truvestments Capital's 13F filing for Q1 2024, filed 14 May 2024.