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Atria Investments’s iShares California Muni Bond ETF CMF Stock Holding History

Atria Investments’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
2016
Q4 		– Sell
-5,188
Closed -$313K – 636
2016
Q3 		$313K Sell
5,188
-3,448
-40% -$209K 0.03% 397
2016
Q2 		$527K Buy
8,636
+330
+4% +$19.9K 0.06% 251
2016
Q1 		$495K Buy
8,306
+2,690
+48% +$160K 0.06% 246
2015
Q4 		$334K Sell
5,616
-382
-6% -$22.4K 0.04% 297
2015
Q3 		$352K Sell
5,998
-888
-13% -$51.7K 0.05% 237
2015
Q2 		$398K Sell
6,886
-388
-5% -$22.6K 0.05% 280
2015
Q1 		$430K Sell
7,274
-7,026
-49% -$415K 0.05% 271
2014
Q4 		$842K Sell
14,300
-174
-1% -$10.2K 0.09% 188
2014
Q3 		$845K Buy
14,474
+1,288
+10% +$74.8K 0.09% 201
2014
Q2 		$764K Buy
13,186
+6,172
+88% +$355K 0.08% 214
2014
Q1 		$397K Buy
7,014
+2,286
+48% +$128K 0.04% 318
2013
Q4 		$257K Sell
4,728
-14,350
-75% -$788K 0.03% 400
2013
Q3 		$1.04M Buy
19,078
+496
+3% +$26.6K 0.11% 153
2013
Q2 		$1M Buy
+18,582
New +$1.06M 0.12% 102

Other funds holding CMF

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Atria Investments's CMF Position: Q4 2016 in Review

Atria Investments sold out of iShares California Muni Bond ETF (CMF) in Q4 2016, closing a stake of 5,188 shares — an estimated $313K sold.

Atria Investments first reported a position in CMF in Q2 2013 and held it in 14 quarters. The position peaked at $1.04M in Q3 2013. 84 funds tracked by Wall St. Rank hold CMF as of Q4 2016.

  • Atria Investments reported no remaining iShares California Muni Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Atria Investments sold 5,188 iShares California Muni Bond ETF shares in Q4 2016, an estimated $313K.
  • Atria Investments first reported a position in iShares California Muni Bond ETF in Q2 2013 and held it in 14 quarters.
  • Atria Investments's iShares California Muni Bond ETF position peaked at $1.04M in Q3 2013.
  • 84 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2016.

Based on Atria Investments's 13F filing for Q4 2016, filed 13 Jan 2017.