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

BB&T Securities’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
Q1 		– Sell
-55,443
Closed -$3.28M – 1511
2017
Q4 		$3.28M Buy
55,443
+3,671
+7% +$217K 0.04% 423
2017
Q3 		$3.07M Buy
51,772
+4,350
+9% +$258K 0.04% 431
2017
Q2 		$2.79M Buy
47,422
+7,970
+20% +$468K 0.04% 436
2017
Q1 		$2.29M Sell
39,452
-8,818
-18% -$509K 0.03% 436
2016
Q4 		$2.91M Hold
48,270
– – 0.04% 357
2016
Q3 		$2.91M Buy
48,270
+4,222
+10% +$256K 0.04% 355
2016
Q2 		$2.69M Buy
44,048
+160
+0.4% +$9.64K 0.04% 367
2016
Q1 		$2.62M Buy
43,888
+3,212
+8% +$191K 0.04% 342
2015
Q4 		$2.4M Sell
40,676
-1,262
-3% -$74.1K 0.05% 305
2015
Q3 		$2.46M Buy
41,938
+6,962
+20% +$405K 0.05% 295
2015
Q2 		$2.02M Buy
34,976
+3,164
+10% +$184K 0.04% 343
2015
Q1 		$18.8M Sell
31,812
-20,862
-40% -$1.23M 0.04% 352
2014
Q4 		$31M Buy
52,674
+6,246
+13% +$367K 0.07% 237
2014
Q3 		$27.1M Buy
46,428
+5,600
+14% +$325K 0.06% 254
2014
Q2 		$23.7M Buy
40,828
+22,702
+125% +$1.3M 0.06% 271
2014
Q1 		$10.3M Buy
18,126
+926
+5% +$52K 0.03% 393
2013
Q4 		$9.36M Sell
17,200
-15,868
-48% -$871K 0.03% 401
2013
Q3 		$18M Buy
33,068
+38
+0.1% +$2.04K 0.06% 245
2013
Q2 		$17.9K Buy
+33,030
New +$1.88M 0.06% 226

Other funds holding CMF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $7.29B AUM 16.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BB&T Securities's CMF Position: Q1 2018 in Review

BB&T Securities sold out of iShares California Muni Bond ETF (CMF) in Q1 2018, closing a stake of 55,443 shares — an estimated $3.28M sold.

BB&T Securities first reported a position in CMF in Q2 2013 and held it in 19 quarters. The position peaked at $31M in Q4 2014. 112 funds tracked by Wall St. Rank hold CMF as of Q1 2018.

  • BB&T Securities reported no remaining iShares California Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • BB&T Securities sold 55,443 iShares California Muni Bond ETF shares in Q1 2018, an estimated $3.28M.
  • BB&T Securities first reported a position in iShares California Muni Bond ETF in Q2 2013 and held it in 19 quarters.
  • BB&T Securities's iShares California Muni Bond ETF position peaked at $31M in Q4 2014.
  • 112 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2018.

Based on BB&T Securities's 13F filing for Q1 2018, filed 14 May 2018.