Capital Directions Investment Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Capital Directions Investment Advisors’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 Q1	–	Sell	-264	Closed	-$15K	–	94
2018 Q4	$15K	Hold	264	–	–	0.01%	86
2018 Q3	$15K	Hold	264	–	–	﹤0.01%	121
2018 Q2	$15K	Hold	264	–	–	0.01%	116
2018 Q1	$15K	Buy	+264	New	+$15.4K	﹤0.01%	86
2017 Q4	–	Sell	-264	Closed	-$16K	–	97
2017 Q3	$16K	Buy	+264	New	+$15.7K	0.01%	88

Other funds holding CMF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Directions Investment Advisors's CMF Position: Q1 2019 in Review

Capital Directions Investment Advisors sold out of iShares California Muni Bond ETF (CMF) in Q1 2019, closing a stake of 264 shares — an estimated $15K sold.

Capital Directions Investment Advisors first reported a position in CMF in Q3 2017 and held it in 5 quarters. The position peaked at $16K in Q3 2017. 135 funds tracked by Wall St. Rank hold CMF as of Q1 2019.

Capital Directions Investment Advisors reported no remaining iShares California Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
Capital Directions Investment Advisors sold 264 iShares California Muni Bond ETF shares in Q1 2019, an estimated $15K.
Capital Directions Investment Advisors first reported a position in iShares California Muni Bond ETF in Q3 2017 and held it in 5 quarters.
Capital Directions Investment Advisors's iShares California Muni Bond ETF position peaked at $16K in Q3 2017.
135 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2019.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.