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BB&T Investment Services’s iShares California Muni Bond ETF CMF Stock Holding History

BB&T Investment Services’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
Q4 		$99K Buy
1,691
+959
+131% +$56.8K 0.02% 407
2017
Q3 		$43K Buy
732
+626
+591% +$37.1K 0.01% 553
2017
Q2 		$6K Buy
+106
New +$6.22K ﹤0.01% 863

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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BB&T Investment Services's CMF Position: Q4 2017 in Review

BB&T Investment Services increased its iShares California Muni Bond ETF (CMF) stake by 131% in Q4 2017, buying an estimated $56.8K and bringing the position to 1,691 shares worth $99K. The position accounts for 0.02% of the portfolio, ranked #407.

BB&T Investment Services first reported a position in CMF in Q2 2017 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold CMF as of Q4 2017.

  • BB&T Investment Services held 1,691 shares of iShares California Muni Bond ETF worth $99K as of Q4 2017.
  • BB&T Investment Services bought 959 iShares California Muni Bond ETF shares in Q4 2017, an estimated $56.8K.
  • iShares California Muni Bond ETF made up 0.02% of BB&T Investment Services's portfolio in Q4 2017, its #407 holding.
  • BB&T Investment Services first reported a position in iShares California Muni Bond ETF in Q2 2017 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.