CWM
CMF icon

Concert Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-1,252
Closed -$76K – 531
2016
Q3 		$76K Buy
+1,252
New +$75.9K 0.01% 771

Other funds holding CMF

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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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Concert Wealth Management's CMF Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares California Muni Bond ETF (CMF) in Q4 2016, closing a stake of 1,252 shares — an estimated $76K sold.

Concert Wealth Management first reported a position in CMF in Q3 2016 and held it in 1 quarter. The position peaked at $76K in Q3 2016. 84 funds tracked by Wall St. Rank hold CMF as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares California Muni Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,252 iShares California Muni Bond ETF shares in Q4 2016, an estimated $76K.
  • Concert Wealth Management first reported a position in iShares California Muni Bond ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares California Muni Bond ETF position peaked at $76K in Q3 2016.
  • 84 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.