VCWA
BFZ

Vanguard Capital Wealth Advisors’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Vanguard Capital Wealth 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
2018
Q3 		– Sell
-10,000
Closed -$130K – 126
2018
Q2 		$130K Buy
+10,000
New +$130K 0.17% 102
2018
Q1 		– Sell
-10,000
Closed -$138K – 110
2017
Q4 		$138K Buy
+10,000
New +$143K 0.17% 114

Other funds holding BFZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Wealth Advisors's BFZ Position: Q3 2018 in Review

Vanguard Capital Wealth Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q3 2018, closing a stake of 10,000 shares — an estimated $130K sold.

Vanguard Capital Wealth Advisors first reported a position in BFZ in Q4 2017 and held it in 2 quarters. The position peaked at $138K in Q4 2017. 51 funds tracked by Wall St. Rank hold BFZ as of Q3 2018.

  • Vanguard Capital Wealth Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 10,000 BlackRock CA Municipal Income Trust shares in Q3 2018, an estimated $130K.
  • Vanguard Capital Wealth Advisors first reported a position in BlackRock CA Municipal Income Trust in Q4 2017 and held it in 2 quarters.
  • Vanguard Capital Wealth Advisors's BlackRock CA Municipal Income Trust position peaked at $138K in Q4 2017.
  • 51 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q3 2018.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.