BRF
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B. Riley Financial’s iShares California Muni Bond ETF CMF Stock Holding History

B. Riley Financial’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
2018
Q4 		– Sell
-6,382
Closed -$370K – 118
2018
Q3 		$370K Hold
6,382
– – 0.11% 138
2018
Q2 		$374K Hold
6,382
– – 0.1% 199
2018
Q1 		$373K Hold
6,382
– – 0.1% 190
2017
Q4 		$377K Buy
+6,382
New +$378K 0.1% 201

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Financial's CMF Position: Q4 2018 in Review

B. Riley Financial sold out of iShares California Muni Bond ETF (CMF) in Q4 2018, closing a stake of 6,382 shares — an estimated $370K sold.

B. Riley Financial first reported a position in CMF in Q4 2017 and held it in 4 quarters. The position peaked at $377K in Q4 2017. 130 funds tracked by Wall St. Rank hold CMF as of Q4 2018.

  • B. Riley Financial reported no remaining iShares California Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 6,382 iShares California Muni Bond ETF shares in Q4 2018, an estimated $370K.
  • B. Riley Financial first reported a position in iShares California Muni Bond ETF in Q4 2017 and held it in 4 quarters.
  • B. Riley Financial's iShares California Muni Bond ETF position peaked at $377K in Q4 2017.
  • 130 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.