WFA
BFZ

Wellspring Financial Advisors’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Wellspring Financial 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
2022
Q4 		– Sell
-20,400
Closed -$210K – 131
2022
Q3 		$210K Hold
20,400
– – 0.08% 78
2022
Q2 		$231K Buy
20,400
+2,500
+14% +$28.5K 0.08% 76
2022
Q1 		$220K Hold
17,900
– – 0.06% 86
2021
Q4 		$260K Hold
17,900
– – 0.07% 81
2021
Q3 		$264K Hold
17,900
– – 0.08% 83
2021
Q2 		$268K Buy
+17,900
New +$263K 0.08% 77
2021
Q1 		– Sell
-18,800
Closed -$268K – 92
2020
Q4 		$268K Buy
18,800
+8,500
+83% +$115K 0.09% 75
2020
Q3 		$136K Hold
10,300
– – 0.05% 86
2020
Q2 		$136K Buy
+10,300
New +$130K 0.06% 85

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wellspring Financial Advisors's BFZ Position: Q4 2022 in Review

Wellspring Financial Advisors sold out of BlackRock CA Municipal Income Trust (BFZ) in Q4 2022, closing a stake of 20,400 shares — an estimated $210K sold.

Wellspring Financial Advisors first reported a position in BFZ in Q2 2020 and held it in 9 quarters. The position peaked at $268K in Q2 2021. 62 funds tracked by Wall St. Rank hold BFZ as of Q4 2022.

  • Wellspring Financial Advisors reported no remaining BlackRock CA Municipal Income Trust position as of Q4 2022 after selling out during the quarter.
  • Wellspring Financial Advisors sold 20,400 BlackRock CA Municipal Income Trust shares in Q4 2022, an estimated $210K.
  • Wellspring Financial Advisors first reported a position in BlackRock CA Municipal Income Trust in Q2 2020 and held it in 9 quarters.
  • Wellspring Financial Advisors's BlackRock CA Municipal Income Trust position peaked at $268K in Q2 2021.
  • 62 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q4 2022.

Based on Wellspring Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.