VIM
BFZ

Vista Investment Management’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Vista Investment 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
2022
Q1 		– Sell
-10,600
Closed -$154K – 169
2021
Q4 		$154K Hold
10,600
– – 0.08% 163
2021
Q3 		$156K Hold
10,600
– – 0.09% 157
2021
Q2 		$159K Hold
10,600
– – 0.09% 155
2021
Q1 		$152K Buy
10,600
+465
+5% +$6.57K 0.09% 155
2020
Q4 		$144K Hold
10,135
– – 0.1% 149
2020
Q3 		$134K Buy
+10,135
New +$137K 0.1% 143
2020
Q1 		– Sell
-15,385
Closed -$209K – 128
2019
Q4 		$209K Hold
15,385
– – 0.16% 135
2019
Q3 		$211K Hold
15,385
– – 0.17% 130
2019
Q2 		$204K Hold
15,385
– – 0.17% 133
2019
Q1 		$197K Sell
15,385
-7,440
-33% -$93.6K 0.17% 135
2018
Q4 		$273K Buy
22,825
+11,525
+102% +$140K 0.28% 109
2018
Q3 		$140K Buy
11,300
+1,000
+10% +$12.7K 0.12% 142
2018
Q2 		$134K Buy
+10,300
New +$134K 0.13% 137

Other funds holding BFZ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Vista Investment Management's BFZ Position: Q1 2022 in Review

Vista Investment Management sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2022, closing a stake of 10,600 shares — an estimated $154K sold.

Vista Investment Management first reported a position in BFZ in Q2 2018 and held it in 13 quarters. The position peaked at $273K in Q4 2018. 69 funds tracked by Wall St. Rank hold BFZ as of Q1 2022.

  • Vista Investment Management reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2022 after selling out during the quarter.
  • Vista Investment Management sold 10,600 BlackRock CA Municipal Income Trust shares in Q1 2022, an estimated $154K.
  • Vista Investment Management first reported a position in BlackRock CA Municipal Income Trust in Q2 2018 and held it in 13 quarters.
  • Vista Investment Management's BlackRock CA Municipal Income Trust position peaked at $273K in Q4 2018.
  • 69 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2022.

Based on Vista Investment Management's 13F filing for Q1 2022, filed 13 May 2022.