Credit Suisse’s iShares California Muni Bond ETF CMF Stock Holding History

Credit Suisse’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
2020 Q1	–	Sell	-20,000	Closed	-$1.23M	–	4015
2019 Q4	$1.23M	Buy	+20,000	New	+$1.22M	﹤0.01%	2983
2016 Q1	–	Sell	-4,830	Closed	-$285K	–	3996
2015 Q4	$285K	Sell	4,830 -1,560	-24%	-$91.6K	﹤0.01%	3701
2015 Q3	$375K	Hold	6,390	–	–	﹤0.01%	3599
2015 Q2	$369K	Sell	6,390 -2,420	-27%	-$141K	﹤0.01%	3904
2015 Q1	$521K	Hold	8,810	–	–	﹤0.01%	3519
2014 Q4	$519K	Buy	8,810 +340	+4%	+$20K	﹤0.01%	3686
2014 Q3	$494K	Buy	8,470 +1,720	+25%	+$99.9K	﹤0.01%	3648
2014 Q2	$391K	Sell	6,750 -5,594	-45%	-$321K	﹤0.01%	3969
2014 Q1	$699K	Hold	12,344	–	–	﹤0.01%	3446
2013 Q4	$672K	Sell	12,344 -730	-6%	-$40.1K	﹤0.01%	3575
2013 Q3	$712K	Buy	13,074 +3,990	+44%	+$214K	﹤0.01%	3237
2013 Q2	$491K	Buy	+9,084	New	+$516K	﹤0.01%	3317

Other funds holding CMF

CSIA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse's CMF Position: Q1 2020 in Review

Credit Suisse sold out of iShares California Muni Bond ETF (CMF) in Q1 2020, closing a stake of 20,000 shares — an estimated $1.23M sold.

Credit Suisse first reported a position in CMF in Q2 2013 and held it in 12 quarters. The position peaked at $1.23M in Q4 2019. 162 funds tracked by Wall St. Rank hold CMF as of Q1 2020.

Credit Suisse reported no remaining iShares California Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
Credit Suisse sold 20,000 iShares California Muni Bond ETF shares in Q1 2020, an estimated $1.23M.
Credit Suisse first reported a position in iShares California Muni Bond ETF in Q2 2013 and held it in 12 quarters.
Credit Suisse's iShares California Muni Bond ETF position peaked at $1.23M in Q4 2019.
162 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2020.

Based on Credit Suisse's 13F filing for Q1 2020, filed 13 May 2020.