VPIM
BFZ

Vanguard Personalized Indexing Management’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Vanguard Personalized Indexing Management’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
2020
Q4 		– Sell
-120,696
Closed -$1.5M – 559
2020
Q3 		$1.5M Buy
+120,696
New +$1.63M 0.42% 51

Other funds holding BFZ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Personalized Indexing Management's BFZ Position: Q4 2020 in Review

Vanguard Personalized Indexing Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2020, closing a stake of 120,696 shares — an estimated $1.5M sold.

Vanguard Personalized Indexing Management first reported a position in BFZ in Q3 2020 and held it in 1 quarter. The position peaked at $1.5M in Q3 2020. 58 funds tracked by Wall St. Rank hold BFZ as of Q4 2020.

  • Vanguard Personalized Indexing Management reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2020 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 120,696 BlackRock CA Municipal Income Trust shares in Q4 2020, an estimated $1.5M.
  • Vanguard Personalized Indexing Management first reported a position in BlackRock CA Municipal Income Trust in Q3 2020 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's BlackRock CA Municipal Income Trust position peaked at $1.5M in Q3 2020.
  • 58 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2020.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2020, filed 19 Jan 2021.