Advisory Services Network’s iShares California Muni Bond ETF CMF Stock Holding History

Advisory Services Network’s Portfolio CMF Stock Details CMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-526	Closed	-$31K	–	2351
2017 Q2	$31K	Buy	526 +2	+0.4%	+$117	﹤0.01%	1197
2017 Q1	$30K	Buy	+524	New	+$30.3K	﹤0.01%	1144
2016 Q3	$213K	Buy	+3,536	New	+$214K	0.04%	482
2015 Q4	–	Sell	-4,794	Closed	-$281K	–	1532
2015 Q3	$281K	Buy	4,794 +258	+6%	+$15K	0.08%	234
2015 Q2	$262K	Buy	4,536 +518	+13%	+$30.2K	0.08%	250
2015 Q1	$237K	Hold	4,018	–	–	0.07%	260
2014 Q4	$240K	Hold	4,018	–	–	0.08%	226
2014 Q3	$234K	Buy	+4,018	New	+$233K	0.09%	236
2014 Q1	–	Sell	-2,186	Closed	-$119K	–	303
2013 Q4	$119K	Buy	+2,186	New	+$120K	0.06%	227

Other funds holding CMF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisory Services Network's CMF Position: Q3 2017 in Review

Advisory Services Network sold out of iShares California Muni Bond ETF (CMF) in Q3 2017, closing a stake of 526 shares — an estimated $31K sold.

Advisory Services Network first reported a position in CMF in Q4 2013 and held it in 9 quarters. The position peaked at $281K in Q3 2015. 91 funds tracked by Wall St. Rank hold CMF as of Q3 2017.

Advisory Services Network reported no remaining iShares California Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
Advisory Services Network sold 526 iShares California Muni Bond ETF shares in Q3 2017, an estimated $31K.
Advisory Services Network first reported a position in iShares California Muni Bond ETF in Q4 2013 and held it in 9 quarters.
Advisory Services Network's iShares California Muni Bond ETF position peaked at $281K in Q3 2015.
91 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2017.

Based on Advisory Services Network's 13F filing for Q3 2017, filed 12 Oct 2017.