AC
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Avestar Capital’s iShares California Muni Bond ETF CMF Stock Holding History

Avestar Capital’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
2019
Q3 		– Sell
-250
Closed -$15K – 303
2019
Q2 		$15K Hold
250
– – 0.01% 441
2019
Q1 		$14K Hold
250
– – 0.01% 420
2018
Q4 		$14K Buy
+250
New +$14.4K 0.01% 382

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avestar Capital's CMF Position: Q3 2019 in Review

Avestar Capital sold out of iShares California Muni Bond ETF (CMF) in Q3 2019, closing a stake of 250 shares — an estimated $15K sold.

Avestar Capital first reported a position in CMF in Q4 2018 and held it in 3 quarters. The position peaked at $15K in Q2 2019. 146 funds tracked by Wall St. Rank hold CMF as of Q3 2019.

  • Avestar Capital reported no remaining iShares California Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 250 iShares California Muni Bond ETF shares in Q3 2019, an estimated $15K.
  • Avestar Capital first reported a position in iShares California Muni Bond ETF in Q4 2018 and held it in 3 quarters.
  • Avestar Capital's iShares California Muni Bond ETF position peaked at $15K in Q2 2019.
  • 146 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.